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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2005-08-31 |
Branch Locations
400 Berwyn Office Park Ste 200 899 Cassatt Rd, Berwyn, PA 19312 • United States
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 |
|---|---|---|---|---|
| Princor Financial Services Corporation | Berwyn | PA | 02/2005 | Present |
| Benefit Development Financial Group | Berwyn | PA | 09/2011 | Present |
| Trinity Benefit Advisors | King Of Prussia | PA | 12/2018 | 07/2020 |
| One Digital Llc | Berwyn | PA | 08/2020 | Present |
***Fixed Insurance; Investment Related; King of Prussia, PA; Broker; Fixed Life, DI, Health, LTC, Annuities; Start Date: 08/01/2020; 5 hrs per month; 5 during trading hours. ***Fixed Insurance; Investment Related; King of Prussia, PA; Broker; Group benefits: Medical, Life, DI, Dental; Start Date: 07/01/2020; 120 hrs per month; 120 during trading hours. ***CPMP PROPERTIES ONE, LLC POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2019 ADDRESS: 26 B 80th Street, Sea Isle City NJ 08243, United States DESCRIPTION: Beach House for rental. ***QUAD TRINITY, LLC POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2019 ADDRESS: 2822 W. Vina Del Mar Blvd, St. Pete Beach FL 33701, United States DESCRIPTION: Rental Property. ***AVALON AUTOMATION POSITION: Member NATURE: Amazon Seller INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 542 Red Coat Lane, Phoenixville PA 19460, United States DESCRIPTION: Sell compliant Amazon products on Amazon. My responsibility to make payment for the purchase of product. Rest is handled via Amazon.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-22 |
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