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272 Ruth Road, Harleysville, PA 19438 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Financial Corp. | Princeton | NJ | 08/2015 | 09/2017 |
| Bernardo Wealth Planning Llc | Harleysville | PA | 09/2017 | Present |
1. Fellowship of Christian Athletes; 8701 Leeds Rd. Kansas City MO 64129; Setting up groups of Christian Athletes on middle school, high school, and college campuses around the country; Board Member; General oversight of Bucks County FCA groups; affiliation started 02/01/2017; 4.0 hours per month; not during securities trading hours; not investment-related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
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