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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-11 |
Branch Locations
100 W Lancaster Ave Suite 105, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Philadelphia | PA | 04/2022 | 10/2022 |
| Edmund Optics, Inc. | Barrington | NJ | 12/2015 | 04/2022 |
| Attainable Real Estate Iq, Llc | Cheltenham | PA | 01/2025 | Present |
| Wealthbridge Financial | Plymouth Mtg | PA | 11/2022 | 11/2025 |
| Focus Partners Wealth, Llc | St. Louis | MO | 12/2025 | Present |
1) DVA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2023 ADDRESS: 1800 Byberry Rd, Suite 1404, Huntingdon Valley PA 19006, United States DESCRIPTION: Fixed Insurance sales; 2) NAME OF OTHER BUSINESS: ATTAINABLE REAL ESTATE IQ, LLC; INVESTMENT RELATED: NO; ADDRESS: 425 JEFFERSON AVE CHELTENHAM, PA 19012; NATURE OF BUSINESS: REAL ESTATE; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: BUYING, RENOVATING, SELLING OR LEASING AN INVESTMENT PROPERTY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-19 |
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