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West Conshohocken, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-18 |
Branch Locations
200 Barr Harbor Dr. Tower Bridge Suite 400, Conshohocken, PA 19428 • United States
West Conshohocken, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Bucks Ems | Doylestown | PA | 05/2012 | 07/2025 |
| Personal Capital Advisors Corporation | Bridgeport | PA | 01/2021 | 02/2023 |
| Tactical Wealth Planning Llc | West Conshohocken | PA | 10/2023 | Present |
| Empower Advisory Group Llc | Greenwood Village | CO | 02/2023 | 01/2024 |
| Penndel Middletown Ems | Langhorne | PA | 03/2022 | Present |
| Personal Capital Advisors | Greenwood Vilage | CO | 01/2021 | 02/2023 |
| The Vanguard Group | Malvern | PA | 10/2015 | 01/2021 |
| Paoli Fire Company | Paoli | PA | 01/2026 | Present |
Nicholas David Lager works as a 911 Paramedic responding to pre-hospital medical emergencies. He spends 36 - 48 hours a week per week engage in this activity, 90% of this is outside of trading hours. Bucks County, PA & Chester County, PA, START DATE: 05/2012, NOT INVESTMENT RELATED Residential Rental Property; Owner; Not Investment Related; Location: 302 Grove St Bridgeport PA 19405; Description: Residential long-term rental property; Start date: 2024-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 5.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-26 |
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