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487 Devon Park Drive Suite 216, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-23 |
| PA | RA | APPROVED | 2017-08-01 |
Branch Locations
487 Devon Park Drive Suite 216, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 02/2015 | 07/2017 |
| Minnesota Life Insurance Company | St Paul | MN | 02/2015 | 07/2017 |
| Wexco Financial Group | Media | PA | 02/2015 | 07/2017 |
| Wechsler Marcisco Simpson | Media | PA | 01/2015 | 07/2017 |
| Entrust Financial, Llc | Wayne | PA | 08/2017 | Present |
1. National Association of Women Business Owners Greater Philadelphia, Not Investment Related; 1231 Highland Ave. Fort Washington, PA 19034; Advocacy & education; Board Member; 7/1/2024; 3 Hrs Per Month; 3 Hrs Per Month During Securities Trading Hrs; Chair of the Governance Committee. Ensuring chapter operations are in alignment with our bylaws, and advising board as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-25 |
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