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1122 Penn Avenue, Wyomissing, PA 19610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Advisors, Inc. | Wyomissing | PA | 02/2021 | Present |
| The Pnc Financial Services Group, Inc. | Pittsburgh | PA | 10/2016 | 02/2021 |
| Herbein & Company, Inc. | Pittsburgh | PA | 06/2011 | 10/2016 |
| Lpl Financial, Llc | Wyomissing | PA | 02/2021 | Present |
1. 6/18/2021 - Financial Planning Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/22/2021 - Financial Planning Advisors, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 2/16/2021 - Time Spent 85% - I provide administrative support to Financial Planning Advisors, Inc, an independent investment advisor firm. I started this business activity in 2/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. Van Reed Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 02/16/2021 - Time spent 15% - I provide administrative support to Van Reed Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 02/2021. I expect to spend approximately 24 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at https://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 1/14/2022 - FPA Tax Services, LLC - Investment Related - 1122 Penn Avenue, Wyomissing, PA 19610 - Tax Prep/Accounting/CPA - CPA / Member - Started 01/01/2022 - 15 Hours Per Month/5 Hours During Securities Trading - Preparing Tax Returns.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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