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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-18 |
Branch Locations
92 Theater Lane, York, PA 17402 • United States
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| M&T Bank | York | PA | 02/2016 | 04/2017 |
| M&T Securities | York | PA | 08/2016 | 04/2017 |
| Turning Point Financial | Frederick | MD | 06/2021 | 10/2021 |
| Transamerica | Baltimore | MD | 02/2018 | 08/2022 |
| Concierge Financial Group | York | PA | 04/2019 | 04/2022 |
| Crump Insurance | Harrisburg | PA | 04/2017 | 02/2018 |
| International Association Of Registered Financial Consultants | Middletown | OH | 03/2022 | 08/2023 |
| The Real Connected Co | York | PA | 11/2020 | 08/2022 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 08/2022 | 08/2023 |
| Forthright Capital Partners | Las Vegas | NV | 08/2023 | 01/2024 |
| Forthright Capital Advisory | Las Vegas | NV | 08/2023 | 01/2024 |
| Concierge Financial Group Agency | York | PA | 08/2019 | Present |
| Altitude Capital Management Llc | Des Moines | IA | 01/2024 | Present |
Concierge Financial Advisory, LLC, CEO, Author/Speaker, Start date Oct 31, 2021, Not Investment Related, 2484 Schultz Way, York, PA 17402, 8 hours per month, 8 hours during securities trading hours, provides financial literacy, financial wellness, women's empowerment, inspirational, motivational, leadership and development content via paid and unpaid speaking engagements and collaborative book publishing projects. Concierge Financial Group Agency, CEO, P&C Insurance Broker, Start date Aug 30, 2019, Not Investment Related, 2484 Schultz Way, York, PA 17402,4 hours per month, 4 hours during securities trading hours, provides P&C quotes for clients and prospects to include auto, home, and business lines. Forthright Capital Partners, LLC, investment related, 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128, Insurance Agency, Insurance Agent, Start Date 08/2023. 160 hours per month and 120 during securities trading hours, Solicitation of individual life insurance and fixed annuity products to consumers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-11 |
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