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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-22 |
| MA | RA | APPROVED | 2020-12-08 |
| PA | RA | APPROVED | 2016-10-28 |
Branch Locations
152 East High Street Suite 420, Pottstown, PA 19464 • United States
6020 East Fulton, Ada, MI 49301 • USA
2570 Boulevard Of The Generals Suite 223, Norristown, PA 19403 • United States
6081 Hamilton Blvd. Suite 600, Allentown, PA 18106 • United States
999 Berkshire Boulevard Suite 299, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Mount Laurel | NJ | 12/2014 | 10/2016 |
| Informed Family Financial Services Inc | Norristown | PA | 10/2016 | 12/2024 |
| Usa Financial Securities | Ada | MI | 10/2016 | Present |
| Wellspring Financial | Norristown | PA | 12/2024 | Present |
1) WELLSPRING FINANCIAL - 2570 BLVD OF THE GENERALS, 223 NORRISTOWN, PA 19403. OWNER.ADVISOR. STARTED 10/1/2016, FINANCIAL PLANNING, INSURANCE AND ANNUITY SALES. INVESTMENT RELATED. 20 HOURS DEVOTED TO BUSINESS. 10 HOURS DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-18 |
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