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79 West Market St Suite 100, Bethlehem, PA 18018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-05 |
| TX | RA | APPROVED_RES | 2024-11-25 |
| PA | RA | APPROVED | 2024-10-09 |
Branch Locations
79 West Market St Suite 100, Bethlehem, PA 18018 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 09/2008 | 09/2024 |
| American Portfolios | Holbrook | NY | 09/2014 | 09/2024 |
| Stark Wealth Management Llc | Bethlehem | PA | 09/2024 | Present |
Coach for Montclair Board of Ed, Non-Investment Related Viridian, Inc., Norwalk, Ct, Nature Of Business: Energy Supplier. Non-Investment Related, Position: Independent Associate, Started: Nov 2011, 2 Hours Per Month, Not During Market Hours, Viridian has a multi-level marketing method of distributing their product. as an independent associate, I can act as one of their distributors and thus take part in their compensation plan. I have no specific duties or responsibilities, and do not have to spend any time working in the business in order to maintain my affiliation. American Communications Network (ACN)- Network marketing of telecommunication & energy services, not investment related, start date = 12/01/2015, Independent business owner in ACN Network, Compensation = $40, 10 hours devoted per month, 0 hours during market hours Impact Wealth Strategies. Insurance sales. Not securities related. start date 12/15/2015. 15 hours devoted per month, 0 hours during market hours. Thomas P. McNeilly, CPA/Tax Preparation/Investment Related? No/Start Date 2/1/2019/Tax Prep for Joint Clients/total Compensation from annual earnings-Varies/Hours devoted per month-Seasonal/Hours devoted per month during market hours-0 Steven F. McNeilly/Business Coaching/Investment Related? No/Start Date 2/1/2019/Business Coaching/total Compensation from annual earnings-Varies/Hours devoted per month-NA/Hours devoted per month during market hours-0. I'm the treasurer for a small non-profit called Reveal, NYC and the owner of 52 Carney, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-23 |
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