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153 W Patrick Street, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-02 |
| PA | RA | APPROVED | 2023-10-16 |
Branch Locations
153 W Patrick Street, Frederick, MD 21701 • United States
704 Lisburn Rd, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2023 | 09/2023 |
| Modern Woodmen Of America | Hershey | PA | 08/2022 | 01/2023 |
| Coinex | Hong Kong | 12/2021 | 08/2022 | |
| Penn State Harrisburg | Harrisburg | PA | 05/2018 | 12/2021 |
| Ventured Path Llc | Elizabethtown | PA | 07/2015 | 03/2019 |
| Ventured Path | Elizabethtown | PA | 07/2015 | 03/2019 |
| Equitable Advisors | Lancaster | PA | 02/2023 | 09/2023 |
| Turning Point Financial | Camp Hill | PA | 09/2023 | Present |
Eric Tereo is an independent licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Turning Point Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Turning Point Financial in such individual's outside capacities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-16 |
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