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Honey Brook, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | King Of Prussia | PA | 06/2014 | 04/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2019 |
| Charles Schwab & Co., Inc. | Wayne | PA | 04/2019 | 07/2023 |
| Charles Schwab Bank Ssb | Wayne | PA | 04/2019 | 07/2023 |
| Innovation Partners Llc | Charlotte | NC | 10/2024 | Present |
| Aspen Funds | Overland Park | KS | 01/2024 | 02/2025 |
| Patriot Family Capital Llc | Sheridan | WY | 08/2023 | 01/2024 |
| Venture Financial Advisors, Llc | Honey Brook | PA | 09/2025 | Present |
1) Start Date = 01-05-18| Rental Properties| Owner| West Chester, PA| Hours/Month = Less than 20| Personally own residential rental properties. 2) Vacation Rental | Investment Related: No | Same as residential | Real Estate (Non-Agent/Broker) | Vacation rental property owner | Start date: 2022-07-01 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | My role is property acquisition and ongoing bookkeeping. 3) Name of Business: Venture Wealth Managment LLC/Venture Wealth Fund LLC Investment-Related Nature: Yes Address of the Other Business: 8 The Green, Suite A, Dover, DE 19901 Nature of the Other Business: Customizable fund of funds Position, Title, or Relationship: CEO Start Date of the Relationship: 06/2025 Approximate Number of Hours per Month Devoted: Varies Number of Hours During Securities Trading Hours: Varies Duties: CEO 3) Name of Business: Patriot Family Capital LLC Investment-Related Nature: Yes Address of the Other Business: 30 N Gould St STE R, Sheridan, WY 82801 Nature of the Other Business: Real Estate and Private Alternatives Position, Title, or Relationship: CIO Start Date of the Relationship: 03/2023 Approximate Number of Hours per Month Devoted: Varies Number of Hours During Securities Trading Hours: Varies Duties: CIO 4) Name of Business: Steven Woodruff (Performed as self) Investment-Related Nature: Yes in part, with other general business consulting Address of the Other Business: 315 W Union Street, West Chester, PA 19382 Nature of the Other Business: Business Consulting Position, Title, or Relationship: Contractor Start Date of the Relationship: 07/2026 Approximate Number of Hours per Month Devoted: Varies Number of Hours During Securities Trading Hours: Varies Duties: Third-Party Consultant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-20 |
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