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2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-28 |
Branch Locations
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Almanack Investment Partners | Conshohocken | PA | 05/2016 | 08/2022 |
| Mercap Securities, Llc | Paoli | PA | 07/2016 | 12/2019 |
| Ethos Financial Group, Llc | King Of Prussia | PA | 08/2022 | Present |
1. NAME OF BUSINESS: FS Group, LLC (formerly CORRECTION OFFICERS ASSOCIATION AGENCY); name change effective March, 2019, 1942 MONTEREY DRIVE, MECHANICSBURG, PA 17050 717-648-0240. EMAIL SEPARATE FROM PERSONAL EMAIL: NO. THIS BUSINESS IS AN LLC. NATURE OF BUSINESS: INSURANCE AGENCY. TITLE/POSITION: INSURANCE. DUTIES OF YOUR POSITION: LIFE INSURANCE SALES. APPROX # HRS PER MONTH DEVOTED TO THIS ACTIVITY: 4 HRS. APPROX # HRS PER SECURITIES TRADING HRS: 4 PER MONTH. DATE ACTIVITY STARTED: 08/01/2017. FINANCIAL INTEREST IN BUSINESS: YES, 50% SHAREHOLDER. COMPENSATION: SHARE OF PROFITS OF LLC. 2. CRACKED POT COFFEE SHOP, 130 GETTYSBURG PIKE UNIT A, MECHANICSBURG, PA 17055. 717-991-4276. CHARITABLE ORGANIZATION. NATURE OF BUSINESS: NON-PROFIT COFFEE SHOP FOR DISADVANTAGED YOUTH. INVESTMENT RELATED: NO. TITLE/POSITION: BOARD OF DIRECTORS/TREASURER. DUTIES: MONTHLY TREASURER REPORT, MENTOR YOUTH, NO CHECK WRITING AUTHORITY. APPROX # HRS PER MONTH: 2. HOURS DURING SECURITIES TRADING: 0. STARTED: 12/1/2017. NO FINANCIAL INTEREST. NO COMPENSATION 3. NAME OF BUSINESS: RENTAL PROPERTY, 5010 KENWOOD AVENUE, BALTIMORE, MD 21206. PHONE: 717-712-8011. NO SEPARATE EMAIL. NATURE OF BUSINESS: RENTAL PROPERTY. INVESTMENT RELATED: NO. TITLE/POSITION: JOINT OWNER. APPROX # OF HRS PER MONTH DEVOTE TO ACTIVITY: 1. # OF HOURS DURING SECURITIES TRADING HOURS: 0. DATE ACTIVITY STARTED: 04/2009. FINANCIAL INTEREST: YES, JOINT OWNER WITH WIFE. COMPENSATION: RENTAL PAYMENTS. 4. INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2024, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
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