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820 Township Line Road Suite 100, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-01-04 |
Branch Locations
820 Township Line Road Suite 100, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Ewing | NJ | 03/2010 | 10/2024 |
| Ventura Wealth Management | Ewing | NJ | 03/2010 | Present |
| Osaic Wealth, Inc. | Yardley | PA | 10/2024 | Present |
CFA INSTITUTE NO RESPONSIBILITIES, 0 HOURS PER WEEK, NO COMPENSATION. NEW YORK SOCIETY OF SECURITIES ANALYSTS -NO RESPONSIBILITES, 0 HOURS PER WEEK, NO COMPENSATION MARKET TECHNICIANS ASSOCIATION NO RESPONSIBILITIES, 0 HOURS PER WEEK, NO COMPENSATION. RIA INVESTMENT ANALYSIS THE TIME SPENT IS GREATER THAN 40 HOURS PER WEEK. MY COMPENSATION IS SALARY BASED. I DO NOT EARN COMMISSIONS OR SELL ANY PRODUCTS OF ANY KIND.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-24 |
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