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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-01 |
Branch Locations
200 Gibraltar Road Suite 115, Horsham, PA 19044 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Wayne | PA | 02/2004 | 07/2023 |
| Principal Life Insurance Co | Wayne | PA | 02/2004 | 07/2023 |
| Financial Advisors Of Delaware Valley | Wayne | PA | 09/2008 | 07/2023 |
| Wealthcare Advisory Partners Llc Dba Secure Planning Group, Llc | Horsham | PA | 08/2023 | Present |
COASTAL INSURANCE CONSULTING; INV RELATED: Y; SAME ADDRESS; OUTSIDE INSURANCE, FIXED LIFE & ANNUITIES, LTC, DI, GROUP, HEALTH; INSURANCE AGENT; 3/31/15. APX 25 HRS/MNTH; CONSULTING/SALES/SERVICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-03-31 |
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