Michael Charles Topley

Current Employers

Employment History

• 09/2015 → 10/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2015 → 10/2018
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2018 → 08/2020
  Avenue 1 Advisors, Llc Dba Blue Rock Avenue 1
  Wilmington, DE
• 10/2018 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 09/2015 → 04/2019
  Blue Rock Financial Group
  Wilmington, DE
• 06/2019 → Present
  Edge Financial Wellness
  Philadelphia, PA
• 06/2020 → Present
  Lansing Street Advisors
  Philadelphia, PA

Previous Registrations

• 2018-10-05 → 2020-08-13
  Veery Capital, Llc
  West Chester, PA
• 2015-09-29 → 2018-10-22
  Cambridge Investment Research Advisors, Inc.
  Wilmington, DE
• 2014-02-06 → 2015-10-02
  Sei Investments Management Corp
  Oaks, PA

Other Businesses

Oakbourne Advisors; Is Investment related; 2 West Market Street Suite 1 West Chester, PA 19382; RIA; Solicitor; Solicitor; October 29 2024; Total hours less than 1; Hours during securities trading hours less than 1;  I introduce Oakbourne to potential 401k Plans they could manage:  2) Moneyclip Inc; Not Investment related; 9 E Mill Road Hatboro, PA, 19040; MoneyClip lets advisors record their screen, explain plans in plain English, and share a secure linkso clients can watch anytime; Founder; CEO; October 15, 2025; Total hours 4; Hours during securities trading hours 0; Build the system to be complaint and easy to use for advisors. Present its values to potential users and customers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-06
• S63 Uniform Securities Agent State Law Examination
  2012-10-09

Designations

Other Names

• Michael Charles Topley
• Michael Topley