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1403 Silverside Rd Ste B, Wilmington, DE 19810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-08-08 |
| PA | RA | APPROVED | 2025-08-07 |
Branch Locations
1403 Silverside Rd Ste B, Wilmington, DE 19810 • United States
Lansdale, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-27 |
Branch Locations
Lansdale, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caffrey Retirement Solutions | Perkiomenville | PA | 05/2022 | 04/2025 |
| Moyer Wealth Management | Montgomeryville | PA | 04/2025 | Present |
| Main Line Financial Advisors | Malvern | PA | 12/2012 | 05/2022 |
| Donald W. Nicholson & Associates Ltd. | Wilmington | DE | 06/2025 | Present |
Name of other business: Moyer Wealth Management; Is business Investment related: Yes; Address of other business: 411 Doylestown Road, Suite 706, Montgomeryville, PA 18936; Nature of other business: Wealth Management; Your position: Financial Advisors; Start date of relationship: 04/01/2025 Approx. # of hours /month devote to other business: 96; Number of hours devoted to other business during securities trading hours: 96.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-19 |
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