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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-03-17 |
| PA | RA | APPROVED | 2018-09-14 |
| TX | RA | APPROVED | 2018-09-14 |
Branch Locations
1555 Bustard Road Suite 201, Lansdale, PA 19446 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Management Llc | Blue Bell | PA | 01/2006 | 09/2018 |
| Advisory Services Network, Llc | Atlanta | GA | 09/2018 | Present |
1) PARTNER IN HINKLE, STEIN & ASSOCIATES, LLC, 369 CATTAIL COURT, PENNSBURG, PA. STARTED IN 2018. APPROX. 40 HOURS PER MONTH DEVOTED TO BUSINESS & APPROX 30 HOURS IS CONDUCTED DURING SECURITIES TRADING HOURS. 2) INSURANCE AGENT, INVESTMENT RELATED, INSURANCE SALES -LIFE, DISABILITY, WAYNE, PA, DUTIES: INSURANCE REVIEWS AND SALES, DEVOTE APPROX 2 HOURS PER MONTH ALL DURING TRADING HOURS. 3) TRUSTEE OF MICHAEL J. D'ARCANGELO TRUST SINCE 12/2021. DEVOTE 5 HOURS PER MONTH, 3 HOURS DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY. 4) TRUSTEE OF FAMILY TRUSTS - IRA INGERMAN MARITAL TRUST, INGERMAN GRANDCHILDRENS TRUST, INGERMAN GRANTOR TRUST, INGERMAN GRANTOR TRUST II, EILEEN INGERMAN DYNASTY TRUST. START DATE 08/08/2021. TIME SPENT: 5 HOURS PER MONTH, NONE DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-02 |
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