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1051 Lindenhurst Road, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-13 |
| PA | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED | 2025-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2014 | 02/2025 |
| Attleboro Wealth Management Llc | Yardley | PA | 01/2025 | Present |
| Attleboro Wealth Management Llc | Yardley | PA | 01/2025 | Present |
1. B. E. 2A Properties LLC; Owner; Not Investment Related; 1833 Woodland Rd Abington PA 19001; Residential home purchase, improvement, renovation, and re-sale; Home improvement and renovation for re-sale. ; Start date: 2025-03-11; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 10. 2. Mr. D'Elia is a licensed insurance agent/broker.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-19 |
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