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690 Lee Road, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Incapital Llc / Insperex | Boca Raton | FL | 08/2014 | 09/2017 |
| Incapital Distributors Llc / Insperex | Boca Raton | FL | 08/2014 | 09/2017 |
| Proequities Inc / Protective Life Parent Co. | Blue Bell | PA | 01/2018 | 02/2020 |
| Protective Life | Blue Bell | PA | 01/2018 | 02/2020 |
| Unemployed | Blue Bell | PA | 09/2017 | 12/2017 |
| Unemployed | Blue Bell | PA | 02/2020 | 11/2020 |
| Citizens Securities, Inc. | Willow Grove | PA | 12/2020 | 06/2021 |
| Franklin Distributors, Llc | Blue Bell | PA | 04/2022 | 03/2023 |
| Gold Bullion Int'L | New York City | NY | 06/2021 | 02/2022 |
| Hartford Funds Distributors, Llc | Wayne | PA | 03/2023 | Present |
| Hartford Funds Management Company, Llc | Wayne | PA | 03/2023 | Present |
| Madsky Tix | Collegeville | PA | 09/2023 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-27 |
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