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Brody Andrew Rosenfeld

Foundation Financial Planning, LLC

Philadelphia, PA

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Current Employers
Foundation Financial Planning, Llc

Philadelphia, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-04-06
  • PA RA
    APPROVED
    Since 2020-04-06

Branch Locations

Philadelphia, PA • 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
Twams Financial Planning, Llc Philadelphia PA 06/2015 04/2020
Green Mountian Engery Philadelphia PA 04/2013 04/2020
Foundation Financial Planning, Llc Philadelphia PA 03/2020 Present
  • 06/2015 → 04/2020
    Twams Financial Planning, Llc
    Philadelphia, PA
  • 04/2013 → 04/2020
    Green Mountian Engery
    Philadelphia, PA
  • 03/2020 → Present
    Foundation Financial Planning, Llc
    Philadelphia, PA
Previous Registrations
  • 2015-06-10 → 2020-04-30
    Twams Financial Planning, Llc
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-05
  • S65 Uniform Investment Adviser Law Examination
    2015-06-05
Other Names
  • Brody Rosenfeld

View on SEC IAPD

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