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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-04-26
  • PA RA
    APPROVED
    Since 2018-04-26

Branch Locations

300 Willowbrook Ln Ste 315, West Chester, PA 19382 • United States

Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-01-02
TX RA APPROVED 2018-01-02
  • PA RA
    APPROVED
    Since 2018-01-02
  • TX RA
    APPROVED
    Since 2018-01-02

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

300 Willowbrook Lane, Suite 315, West Chester, PA 19382 • 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
Securian Financial Services Inc St Paul MN 03/2004 01/2018
Minnesota Life Insurance Company St Paul MN 03/2004 Present
Legacy Planning Plymouth Meeting PA 03/2004 01/2018
Pa Piton'S Brokerage West Chester PA 01/2003 12/2016
Charles Kedra, Cpa West Chester PA 01/1988 Present
Tegler & Machenry Frazer PA 01/2003 01/2018
Crc Holdings Llp Westchester PA 08/2005 03/2018
Lpl Financial Llc West Chester PA 01/2018 Present
Private Advisor Group, Llc Media PA 01/2018 Present
  • 03/2004 → 01/2018
    Securian Financial Services Inc
    St Paul, MN
  • 03/2004 → Present
    Minnesota Life Insurance Company
    St Paul, MN
  • 03/2004 → 01/2018
    Legacy Planning
    Plymouth Meeting, PA
  • 01/2003 → 12/2016
    Pa Piton'S Brokerage
    West Chester, PA
  • 01/1988 → Present
    Charles Kedra, Cpa
    West Chester, PA
  • 01/2003 → 01/2018
    Tegler & Machenry
    Frazer, PA
  • 08/2005 → 03/2018
    Crc Holdings Llp
    Westchester, PA
  • 01/2018 → Present
    West Chester, PA
  • 01/2018 → Present
    Media, PA
Previous Registrations
  • 2008-03-07 → 2017-12-26
    Securian Financial Services, Inc.
    Plymouth Meeting, PA
    West Chester, PA
    West Chester, PA
Other Businesses

1. 01/02/2018 - FPA Wealth Management LLC / DBA for LPL Business (entity for LPL business) / Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 140 hours per month/ 7 hours during trading 2. 01/02/2018 - Charles Kedra / Tax Prep/Accounting/CPA / Investment Related -Home Based - Start Date 12/20/2017 - 2 hours per month/ 1 hour during trading 3. 01/02/2018 - Kendra Consulting, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related - Home Based - Start Date 12/20/2017 - 2 hours per month/ 1 hour during trading 4. 01/02/2018 - One Resource Group / Non-Variable Insurance / Investment Related - At Reported Business Location(s) - Start Date 12/20/2017 - 20 hours per month/ 2 hours during trading 5. 1/8/2018 - Private Advisor Group, LLC - DBA: (Hybrid) Privae Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date 12/20/2017 - 140 Hours Per Month/7 Hours During Trading - Time Spent 90% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 1/8/2018. I expect to spend approximately 140 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 1/9/2018 - Private Advisor Group - DBA: FPA Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 12/20/2017 - 140 Hours Per Month/7 Hours During Trading - Time Spent 90% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 1/8/2018. I expect to spend approximately 140 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 10/16/2019 - Private Advisor Group - DBA:(Hybrid) FPA Owner Transitions - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:10/01/2019 - 40 hrs/mo - 2 hrs during trading. 8. 2/5/2020 - Securian - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Retired Agent - Start Date: 02/01/2018 - 0 Hours Per Month. 9. 12/15/2025 - FPA Generations LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ 7 hours during trading 10. 12/15/2025 - FPA Generations Team - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 80 hours per month/ 2 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-30
S63 Uniform Securities Agent State Law Examination 1992-09-25
  • S65 Uniform Investment Adviser Law Examination
    1999-08-30
  • S63 Uniform Securities Agent State Law Examination
    1992-09-25
Other Names
  • Chuck Kedra

View on SEC IAPD

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