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Kristopher James Wallick

Wallick Wealth Management

Perkasie, PA

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Current Employers
Wallick Wealth Management

Perkasie, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-19
  • PA RA
    APPROVED
    Since 2024-03-19

Branch Locations

Perkasie, PA • 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
Fidelity Investments King Of Prussia PA 06/2008 09/2023
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2023
Wallick Wealth Management Perkasie PA 09/2023 Present
  • 06/2008 → 09/2023
    Fidelity Investments
    King Of Prussia, PA
  • 07/2018 → 09/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 09/2023 → Present
    Wallick Wealth Management
    Perkasie, PA
Previous Registrations
  • 2018-07-13 → 2023-09-25
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2010-04-26 → 2018-07-13
    Strategic Advisers Llc
    Warrington, PA
    King Of Prussia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-23
S63 Uniform Securities Agent State Law Examination 2008-11-11
  • S66 Uniform Combined State Law Examination
    2010-04-23
  • S63 Uniform Securities Agent State Law Examination
    2008-11-11
Other Names
  • Kristopher Wallick

View on SEC IAPD

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