Inactive

Michael Patrick Weber

Blue Bell Private Wealth Management, LLC

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Current Employers

Blue Bell Private Wealth Management, Llc

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-04-12

PA RA
APPROVED

Since 2021-04-12

Branch Locations

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • 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

Organization	City	State	From	To
Bluesphere Advisors Llc	E. Norriton	PA	01/2016	06/2019
Your Planning Partners Llc	Plymouth Meeting	PA	07/2019	09/2020
Bluesphere Advisors Llc	East Norriton	PA	09/2020	04/2021
Blue Bell Private Wealth Management	Blue Bell	PA	04/2021	Present
Colonial Community Organization	Plymouth Meeting	PA	04/2020	Present

01/2016 → 06/2019

Bluesphere Advisors Llc

E. Norriton, PA
07/2019 → 09/2020

Your Planning Partners Llc

Plymouth Meeting, PA
09/2020 → 04/2021

Bluesphere Advisors Llc

East Norriton, PA
04/2021 → Present

Blue Bell Private Wealth Management

Blue Bell, PA
04/2020 → Present

Colonial Community Organization

Plymouth Meeting, PA

Previous Registrations

2020-10-20 → 2021-06-08

Bluesphere Advisors Llc

East Norriton, PA
2019-08-09 → 2020-09-23

Your Planning Partner Llc

Palm Beach Gardens, FL
2016-06-22 → 2019-08-28

Bluesphere Advisors Llc

East Norriton, PA
2016-01-08 → 2016-06-23

Ameriprise Financial Services, Llc

East Norriton, PA
2015-04-16 → 2015-12-21

Commonwealth Financial Network

Phiadelphia, PA
2005-08-26 → 2015-02-09

Ameriprise Financial Services, Llc

Plymouth Meeting, PA

West Conshohocken, PA

Center Valley, PA

Plymouth Meeting, PA

Allentown, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-08-24

S66 Uniform Combined State Law Examination

2005-08-24

Designations

Other Names

Mike Weber

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

CETERA INVESTMENT ADVISERS LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

COOMBS WEALTH ADVISORY, LLC

JANNEY MONTGOMERY SCOTT LLC

PERSIMMON CAPITAL MANAGEMENT

Other Investors

SEAN Anthony MILLER

JON PHILIP MICHAEL SOBOTKIN

Joshua David Pearson

David James Lorditch

HENRY WILLIAM FOX

DANIEL LEVINSON

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLUE BELL, PA

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA

ROBERT W. BAIRD & CO. INCORPORATED · SENTRY PARK, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Blue Bell, PA

CETERA INVESTMENT ADVISERS LLC · BLUE BELL, PA

MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BLUE BELL, PA

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC · BLUE BELL, PA

COOMBS WEALTH ADVISORY, LLC · BLUE BELL, PA

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