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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-04-29 |
| MA | RA | APPROVED | 2025-11-26 |
| CT | RA | APPROVED | 2025-11-19 |
| CA | RA | APPROVED | 2025-08-20 |
| NY | RA | APPROVED | 2025-04-22 |
| PA | RA | APPROVED | 2015-10-02 |
Branch Locations
152 East High Street Suite 420, Pottstown, PA 19464 • United States
6081 Hamilton Blvd. Suite 600, Allentown, PA 18106 • United States
2570 Boulevard Of The Generals Suite 223, Norristown, PA 19403 • United States
6020 East Fulton, Ada, MI 49301 • USA
999 Berkshire Boulevard Suite 299, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Advisors | Birdsboro | PA | 06/2013 | 06/2022 |
| Informed Family Financial Services | Norristown | PA | 07/2022 | 12/2024 |
| Wellspring Financial | Norristown | PA | 12/2024 | Present |
1) WELLSPRING FINANCIAL - 999 BERKSHIRE BLVD SUITE 299, WYOMISSING, PA 19610. START DATE 11/01/2024. CHIEF OPERATING OFFICER. MANAGEMENT AND DAILY OPERATIONS. NOT INVESTMENT RELATED. 160 HOURS PER MONTH DEVOTED TO BUSINESS. 130 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) WELLSPRING FINANCIAL - 999 BERKSHIRE BLVD SUITE 299, WYOMISSING, PA 19610. START DATE 07/01/2022. LIFE AND HEALTH INSURANCE. RECOMMENDATION OF INSURANCE AND ANNUITY PRODUCTS WHERE SUITABLE, ONGING MONITORING OF EXISTING CONTRACTS. INVESTMENT RELATED. 160 HOURS PER MONTH DEVOTED TO BUSINESS. 130 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-08 |
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