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Eagleview Asset Management, LLC CRD 337651
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Lancaster, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-03 |
| NJ | RA | APPROVED | 2026-07-28 |
Branch Locations
1853 William Penn Way Executive Offices Suite 29, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Securities, Inc. | Wilmette | IL | 07/2003 | 07/2026 |
| Insight Securities, Inc. | Wilmette | IL | 08/2006 | 07/2026 |
| Eagleview Asset Management, Llc | Lancaster | PA | 03/2025 | Present |
| Eagleview Asset Management, Llc | Lancaster | PA | 03/2026 | Present |
I am Sole owner of "Wampum LLC", a company designed to be a re-seller of home goods through Amazon, not securities related. I spend 10 hrs per month and receive no income to date. The business was started 10/2017 Ecommerce - not investment related. Located at 217 Heatherstone Way, Lancaster, PA 17601. Selling medical instrument products online. This will start June 2018. 5-10 hours per month. 100% owner and sole proprietorship. Charlotte Real Estate LLC is not investment related, located at 217 Heatherstone Way, PA 17601, is a passive real estate ownership of residential rental units, used to keep track of monthly expenses and rental income, started in September 2024, working approximately 2 hours a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-23 |
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