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1220 Valley Forge Road Suite 43, Phoenixville, PA 19460 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-12 |
Branch Locations
Fernandina Beach, FL • United States
1220 Valley Forge Road Suite 43, Phoenixville, PA 19460 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Planning Corporation | Cincinnati | OH | 08/2014 | 12/2018 |
| Northwestern Mutual Investment Services Llc | Cincinnati | OH | 01/2019 | 03/2019 |
| Wealth Planning Corporation | Cincinnati | OH | 06/2019 | 02/2026 |
| Bouvel Investment Partners, Llc | Phoenixville | PA | 04/2026 | Present |
SeaBags of Maine / Not Inv. Related / Fernandina Beach, FL / Sales of Boutique Handbags and Totes / Part-time Sales Associate / 09/2024 / 10 hour sper month / 0 during trading hours / Weekend job selling tote bags made from recycled boat sails.
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