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Current Employers
Bouvel Investment Partners, Llc

1220 Valley Forge Road Suite 43, Phoenixville, PA 19460 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-12
  • FL RA
    APPROVED
    Since 2026-05-12

Branch Locations

Fernandina Beach, FL • United States

1220 Valley Forge Road Suite 43, Phoenixville, PA 19460 • 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
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
  • 08/2014 → 12/2018
    Wealth Planning Corporation
    Cincinnati, OH
  • 01/2019 → 03/2019
    Northwestern Mutual Investment Services Llc
    Cincinnati, OH
  • 06/2019 → 02/2026
    Wealth Planning Corporation
    Cincinnati, OH
  • 04/2026 → Present
    Phoenixville, PA
Previous Registrations
  • 2023-03-06 → 2026-02-19
    Wealth Planning Corp
    Cincinnati, OH
Other Businesses

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.

Designations
Other Names
  • Malia Ann Weinfurther
  • Malea Ann Weinfurther
  • Malea Ann Hornback
  • Malea Ann Weinfurther
  • Malea Ann Weinfurther
  • Malea A Hornback

View on SEC IAPD

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