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1706 Delancey Place, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationals Ecurities Corporation | Staten Island | NY | 06/2008 | 06/2019 |
| Auctus Wealth Management | Philadelphia | PA | 09/2012 | Present |
| Triad Advisors | Norcross | GA | 06/2019 | 01/2024 |
1)Auctus Wealth Mangement; investment related; 1650 Market Street, Suite 3605, Philadelphia, PA 19103; Registered Investment Advisory; Managing Director; 2013; 160 hrs/month; 8 hrs during trading; Investment Advisor Representative 2)Rental; not investment related; 1706 Delancy Place, Philadelphia, PA 19103; Rental (Residential); Landlord/Owner; 6/11/2011; 2 hrs/month; 0 hrs during trading; find tenants, collect rent, repairs 3)TruChoice Financial Group;not investment related;400 Hwy 169 South,Suite 200,St. Louis Park,MN 55426;insurance sales;insurance sales;4/8/2021;0-5 hrs/month;0-1 hr during trading;universal life,term,long term care,disability insurance,fixed rate annuity 4)Emerson Reid;not investment related;1787 Sentry Pkwy W,VEVA 16,Suite 320,Blue Bell,PA 19422;health insurance;producer;1/1/2020;0-1 hr/month;0 hrs during trading;writing health insurance 5) Camphill Soltane Fdn, Glenmoore, PA; Not investment related; Member Board of Directors; 12/2024; 0-14 hrs per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-10 |
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