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5000 Stonewood Drive Suite 300, Wexford, PA 15090-8395 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-01-26 |
| PA | RA | APPROVED | 2004-09-06 |
Branch Locations
Muhlenkamp & Co., Inc. 5000 Stonewood Dr., Ste. 300, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Muhlenkamp & Company, Inc. | Wexford | PA | 08/1992 | Present |
| Quasar Distributors, Llc | Milwaukee | WI | 03/2002 | Present |
1.) Muhlenkamp & Company, Inc.; Wexford, PA; Investment related; Started 08/01/1992; Registered Investment Advisor; President; leadership, human resources, marketing, operations, client service, compliance; 200 hours per month with 0 hours during securities trading hours. 2.) Independent family resources group; Bradfordwoods, PA; Not investment related; Started 08/01/2020; Nonprofit; Treasurer; audit financial statements for small nonprofit prior to submission to accountant. 3.) Moses Properties Holdings LLC; Wexford, PA; Non-Investment Related; Started 1/1/2021; Rental Real Estate; President; Moses Properties Holdings LLC owns and rents a house in Lubbock, TX. Compensation is rental income. 5 hours per month with 0 hours during trading hours. 4.) Wetfield LLC; Investment Related; Wexford, PA; Real Estate/Natural Gas; 10% Owner; 1/17 Start Date; 0 hours per month, 0 during trading hours. 5) Verserity LLC; Non Investment Related; Bradfordwoods, PA; Consulting for non profits; Partner; Start Date 9/2023; 5 hours per month; advisory
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-16 |
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