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1225 Nj - Route 31 South Building C, Suite 324, Lebanon, NJ 08833 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-28 |
| NJ | RA | APPROVED | 2022-08-12 |
Branch Locations
1225 Nj - Route 31 South Building C, Suite 324, Lebanon, NJ 08833 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Whitehall | PA | 08/2014 | 12/2019 |
| A Better Way Financial, Llc | Allentown | PA | 09/2011 | 08/2022 |
| American Retirement Institute | Kennesaw | GA | 03/2019 | 08/2022 |
| Guidance Wealth Advisors, Llc | Lebanon | NJ | 04/2022 | Present |
| Guidance Wealth Advisors, Llc | Lebanon | NJ | 08/2022 | Present |
| Guidance Income Advisors, Llc | Lebanon | NJ | 07/2022 | Present |
| A Better Way Financial, Llc | Allentown | PA | 08/2019 | 08/2022 |
1.) GUIDANCE INCOME ADVISORS, LLC; INVESTMENT RELATED; LEBANON, NJ; INSURANCE AGENCY; OWNER/INSURANCE AGENT; START DATE 07/2022; 20/HOURS PER MONTH WITH ALL HOURS DURING SECURITIES TRADING HOURS 2.) GUIDANCE WEALTH ADVISORS; INVESTMENT RELATED; LEBANON, NJ; RIA; MANAGING MEMBER/CCO/IAR; START DATE 04/2022; 160 HRS/MTH, 15 OF THOSE HOURS DURING TRADING. 3.) AUTHOR & PUBLISHED AUTHOR; NON-INVESTMENT RELATED; WRITES BOOKS AND ARTICLES; 8 HRS/PER MONTH 0 DURING TRADING HOURS; PUBLISHED AUTHOR FOR FORBES; MONEY.COM; ANNUITY 123 AND FORTUNE.COM. 4.) GUIDANCE SOLAR ADVISORS, LLC; NON-INVESTMENT RELATED; EASTON, PA; PURCHASING SOLAR EQUIPMENT; MEMBER; START DATE 11/4/2024; 9 HOURS/MONTH WITH 0 DURING TRADING HOURS; CONDUCTS DUE DILIGENCE ON THE OPERATORS, PROPERTIES, EQUIPMENT, TRANSACTIONS, AND LAWS SURROUNDING SOLAR OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-19 |
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