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Rtd Financial Advisors Inc CRD 110744
$2.72B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-01 |
Branch Locations
30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hs Student | Fort Mitchell | KY | 09/2015 | 06/2018 |
| Bellhops | Cincinnati | OH | 05/2019 | 07/2019 |
| Del Friscos | Philadelphia | PA | 09/2019 | 02/2020 |
| Student | Philadelphia | PA | 08/2018 | 05/2022 |
| Ocean Prime | Philadelphia | PA | 03/2020 | 03/2023 |
| Rtd Financial Advisors | Philadelphia | PA | 01/2023 | Present |
| Rtd Financial Advisors Inc | Philadelphia | PA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-01 |
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