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Thomas E Poltersdorf

Gt Wealth LLC

Lebanon, PA

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Current Employers
Gt Wealth Llc

336 Cumberland St S, Lebanon, PA 17042 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-22
  • PA RA
    APPROVED
    Since 2021-11-22

Branch Locations

336 Cumberland St S, Lebanon, PA 17042 • 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
Massmutual Mechanicsburg PA 04/2015 06/2021
Mml Investors Services Mechanicsburg PA 04/2015 06/2021
Beyond Your Exit Wealth Management Llc Lebanon PA 06/2021 Present
  • 04/2015 → 06/2021
    Massmutual
    Mechanicsburg, PA
  • 04/2015 → 06/2021
    Mml Investors Services
    Mechanicsburg, PA
  • 06/2021 → Present
    Beyond Your Exit Wealth Management Llc
    Lebanon, PA
Previous Registrations
  • 2015-05-13 → 2021-11-29
    Mml Investors Services, Llc
    Mechanicsburg, PA
  • 2011-08-26 → 2015-04-15
    Td Ameritrade, Inc.
    Harrisburg, PA
  • 2011-08-26 → 2015-04-15
    Td Ameritrade Investment Management, Llc
    Harrisburg, PA
  • 2010-09-13 → 2011-06-27
    Morgan Stanley
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-10
  • S66 Uniform Combined State Law Examination
    2010-09-10
Other Names
  • Thomas Edward Poltersdorf
  • Thomas E Poltersdorf Jr

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
FOUNDERS FINANCIAL SECURITIES LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK

Other Investors

CHRISTINA MARIE HARRELL
JOHN ANDREW DIGIACOMO
ZACHARY LOWELL YOCUM
JENINE C WAMSHER
JONATHAN JUSTIN SAWICH
DAVID MICHAEL KOLTER
Daniel Finnegan
Alisher Z Aminov

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · LEBANON, PA
EDWARD JONES · Lebanon, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LEBANON, PA
AMERIPRISE FINANCIAL SERVICES, LLC · LEBANON, PA
MML INVESTORS SERVICES, LLC · Lebanon, PA
EDWARD JONES · Lebanon, PA
EDWARD JONES · LEBANON, PA
FOUNDERS FINANCIAL SECURITIES LLC · Lebanon, PA

More in Lebanon, PA

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