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Current Employers
Turning Point Financial

153 W Patrick Street, Frederick, MD 21701 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-07-19
  • PA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2014 → 12/2017
    Proequities Inc
    Camp Hill, PA
  • 05/2010 → 09/2020
    Wealth Development Council, Llc
    Camp Hill, PA
  • 02/2016 → 12/2021
    Camp Hill, PA
  • 01/2015 → 11/2017
    Proequities
    Camp Hill, PA
  • 01/2015 → 12/2016
    Investment Advisors
    Camp Hill, PA
  • 10/2020 → Present
    Wdc Advisors, Llc
    Camp Hill, PA
  • 07/2023 → Present
    Camp Hill, PA
  • 09/2013 → Present
    Wealth Development Council
    Camp Hill, PA
Previous Registrations
  • 2020-10-01 → 2024-03-27
    Wdc Advisors, Llc
    Camp Hill, PA
  • 2016-02-19 → 2021-12-09
    Camp Hill, PA
    Oakbrook Terrace, IL
  • 2015-01-24 → 2016-12-31
    Concourse Financial Group Securities, Inc.
    Camp Hill, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-24
  • S66 Uniform Combined State Law Examination
    2015-01-24
Other Names
  • Michael J Good

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