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Current Employers
Success Wealth Management Llc

11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-03-14
  • PA RA
    APPROVED
    Since 2019-03-14

Branch Locations

Cambridge Springs, PA • United States

11676 Perry Highway Suite 1207, Wexford, PA 15090 • 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
Waddell & Reed, Inc. Erie PA 07/2009 03/2019
Various Insurance Carriers For W & R Insurance Agencies Edinboro PA 09/2009 03/2019
Success Financial Solutions, Llc Wexford PA 03/2019 Present
Success Wealth Management Llc Wexford PA 03/2019 Present
  • 07/2009 → 03/2019
    Waddell & Reed, Inc.
    Erie, PA
  • 09/2009 → 03/2019
    Various Insurance Carriers For W & R Insurance Agencies
    Edinboro, PA
  • 03/2019 → Present
    Success Financial Solutions, Llc
    Wexford, PA
  • 03/2019 → Present
    Wexford, PA
Previous Registrations
  • 2011-01-12 → 2018-12-31
    Waddell & Reed
    Erie, PA
    Pittsburgh, PA
    Hamden, CT
Other Businesses

3/2019-PRESENT, Success Financial Solutions, LLC, Pittsburgh PA, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT; 50% OF TIME SPENT IN THIS BUSINESS PRACTICE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-20
  • S66 Uniform Combined State Law Examination
    2009-11-20
Other Names
  • Gregory Brawn

View on SEC IAPD

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