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100 Tournament Drive Suite 310, Horsham, PA 19044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-07 |
Branch Locations
100 Tournament Drive Suite 310, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D.VEst Investment Services | Horsham | PA | 02/2013 | 11/2017 |
| Sharp Financial Services | Horsham | PA | 11/2017 | 12/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2017 | 07/2022 |
| Sharp Wealth Advisory Dba The Sharp Financial Group | Horsham | PA | 12/2019 | Present |
| J Alden Associates, Inc. | Wayne | PA | 07/2022 | Present |
1. Sharp Wealth Advisory dba The Sharp Financial Group. Investment Related. 100 Tournament Drive, Suite 310, Horsham PA 19044. RIA. Wealth Financial Advisor. Start 12/2019. 150 hours per week, 130 during trading. Client relationship management, wealth planning and account service. 2. Tasha Miles, Real Estate Agent-Not investment related-417 Whittier Dr, Feasterville, PA 19053-Real Estate-Independent Agent-8/1/2018-10 hrs/mth-0 during trading hrs-Assist buyers and sellers in residential and commercial real estate transactions. 3. Life Insurance Licensed - PKS - Non Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-15 |
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