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3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-03-31 |
Branch Locations
3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Almanack Investment Partners | Conshohocken | PA | 03/2016 | Present |
| Mercap Securities, Llc | Paoli | PA | 05/2016 | 03/2019 |
NAME OF BUSINESS: JUNTO WEALTH, LLC. 1 Station Circle #6, Narberth, PA 19072. 610-668-1000. EMAIL: spulsifer@juntowealth.com. THIS BUSINESS IS AN LLC. NATURE OF BUSINESS:FINANCIAL PLANNING. IS THIS BUSINESS INVESTMENT RELATED:YES. TITLE:OWNER/ADVISER. DUTIES:SALES/INVESTMENT ADVICE. APPROX. # OF HOURS MONTHLY DEVOTED TO THIS ACTIVITY:100+. # OF HOURS DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS:100+. FINANCIAL INTEREST IN THIS BUSINESS:YES, 100% OWNER. HOW COMPENSATED:RIA AND INSURANCE (NON-SECURITY) FEES AND COMMISSIONS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 1995-04-26 |
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