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153 W Patrick Street, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-19 |
Branch Locations
153 W Patrick Street, Frederick, MD 21701 • United States
704 Lisburn Road Suite 101, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities Inc | Camp Hill | PA | 07/2014 | 12/2017 |
| Wealth Development Council, Llc | Camp Hill | PA | 05/2010 | 09/2020 |
| Harvest Investment Services, Llc | Camp Hill | PA | 02/2016 | 12/2021 |
| Proequities | Camp Hill | PA | 01/2015 | 11/2017 |
| Investment Advisors | Camp Hill | PA | 01/2015 | 12/2016 |
| Wdc Advisors, Llc | Camp Hill | PA | 10/2020 | Present |
| Turning Point Financial | Camp Hill | PA | 07/2023 | Present |
| Wealth Development Council | Camp Hill | PA | 09/2013 | Present |
1) WEALTH DEVELOPMENT COUNCIL, LLC POSITION: PORTFOLIO OPERATIONS AND TECHNOLOGY ADMINISTRATION NATURE: INVESTMENT MANAGEMENT, INSURANCE PLANNING, FINANCIAL PLANNING & CONSULTING INVESTMENT RELATED: YES NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 110 START DATE: 09/01/2013 ADDRESS: 704 LISBURN ROAD, SUITE 101, CAMP HILL, PA 17011 DESCRIPTION: BUSINESS RELATIONSHIPS AND SERVICE EXISTING CLIENTS. ASSURE AND MONITOR ACCURATE TRADE EXECUTION. OVERSEE AND ASSURE TECHNOLOGY SECURITY. 2) Independent software contracting for a non-profit organization. Defined specifications, deliverables, and schedules with input from customer, and designed, developed, and implemented software in accordance with the specifications, deliverables and schedule.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-24 |
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