Best Investors Account Sign in
Inactive

Bradley David Kleinfelter

Black Oak Wealth Management, LLC

Phoenixville, PA

Claim This Profile
Current Employers
Black Oak Wealth Management, Llc

Phoenixville, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2009-03-19
  • PA RA
    APPROVED
    Since 2009-03-19

Branch Locations

Phoenixville, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Black Oak Wealth Management, Llc West Chester PA 03/2009 Present
Previous Registrations
  • 2006-08-30 → 2009-03-02
    Td Ameritrade, Inc.
    Radnor, PA
  • 2006-08-30 → 2009-03-02
    Td Ameritrade Investment Management, Llc
    King Of Prussia, PA
    Radnor, PA
  • 2005-09-19 → 2006-03-06
    Morgan Stanley Dw Inc.
    Jenkintown, PA
    Jenkintown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-08
  • S66 Uniform Combined State Law Examination
    2005-08-08

View on SEC IAPD

More in Phoenixville, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor