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Dennis J Grier

Csa Financial Management, Inc.

Hummelstown, PA

CRD 3146257

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Employer firm

Csa Financial Management, Inc. CRD 123316

$33.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Csa Financial Management, Inc.

Hummelstown, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2003-01-28
  • PA RA
    APPROVED
    Since 2003-01-28

Branch Locations

Hummelstown, PA • 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
Csa Financial Group, Llc Hummelstown PA 10/2002 Present
Csa Financial Management, Inc. Hummelstown PA 01/2003 Present
Previous Registrations
  • 2001-09-19 → 2003-02-19
    Professional Financial Advisors, Inc.
    Camp Hill, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-06
S63 Uniform Securities Agent State Law Examination 1999-01-22
  • S66 Uniform Combined State Law Examination
    2002-02-06
  • S63 Uniform Securities Agent State Law Examination
    1999-01-22

View on SEC IAPD

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