Richard George Elias

Current Employers

Employment History

• 10/2014 → 05/2019
  Merrill Lynch
  Exton, PA
• 05/2019 → 04/2022
  Rodgers & Associates, Ltd
  Lancaster, PA
• 04/2022 → Present
  Market Street Wealth Management
  West Chester, PA
• 06/2022 → Present
  Usa Financial Securities
  Ada, MI

Previous Registrations

• 2019-09-19 → 2022-04-12
  Rodgers & Associates
  Lancaster, PA
• 2014-11-19 → 2019-06-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Exton, PA
  Lionville, PA
  Philadelphia, PA
  Broomall, PA
• 2011-05-04 → 2014-10-31
  Wells Fargo Clearing Services, Llc
  Wyomissing, PA
  Wyomissing, PA
  Wayne, PA
  Oxford, PA
  Radnor, PA
  Hockessin, DE

Other Businesses

1) Market Street Wealth Management - 999 West Chester Pike Suite 2, West Chester, PA 19382. Start Date 04/1/2022. Advisor, Financial Planning, Client Relations and Trading. Investment Related. 180 hours per month devoted to business. 8 hours per month devoted during securities trading hours. 2) Vogt Financial - 999 West Chester Pike Suite 2, West Chester, PA 19382. Start Date 04/1/2022. Advisor, Financial Planning, Client Relations and Trading. Investment Related. 160 hours devoted to business. 8 hours per month devoted during securities trading hours. 3) Market Street Tax Services - 999 West Chester Pike Suite 202 West Chester, PA 19382. Start date 02/01/2026. Tax Planning/Preparation/CPA. Not Investment Related. 20 hours per month devoted to business. 0 hours per month devoted during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-03
• S63 Uniform Securities Agent State Law Examination
  2009-06-10

Designations

Other Names

• Richard Elias
• Richard George Elias