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Mechanicsburg, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-05 |
| PA | RA | APPROVED | 2024-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeguide Financial Advisors | Mechanicsburg | PA | 04/2022 | 09/2023 |
| Hm Health Solution - United Concordia | Camp Hill | PA | 07/2014 | 04/2022 |
| Inclusive Wealth Financial Planning Llc | Mechanicsburg | PA | 09/2023 | Present |
| Guiding Wealth Llc | Richardson | TX | 10/2023 | 12/2024 |
Huyen Thuong Nguyen is employed as a part-time employee with Magellan Federal as a personal financial counselor. The business is not investment-related. Their address is at: Magellan Federal 2800 Shirlington Rd. #350, Arlington, VA 22206. Magellan Federal is a contractor for the US Government, providing personal financial services to military personels and their families. Huyen's starting date with Magellan is 03/30/2026. She will be spending about 10 hours per week on this job, mostly on weekend or half day on week days. Huyen is responsible for providing financial training, giving advices to active military on their government benefits. Because of this duty, she cannot take on any active military as clients at Inclusive Wealth Financial Planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-10 |
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