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Inactive

Anthony Bernardo Jr

Wellfull

Harleysville, PA

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Current Employers
Wellfull

272 Ruth Road, Harleysville, PA 19438 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-04-20
PA RA APPROVED 2017-09-07
  • TX RA
    APPROVED_RES
    Since 2018-04-20
  • PA RA
    APPROVED
    Since 2017-09-07

Branch Locations

272 Ruth Road, Harleysville, PA 19438 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Platinum Wealth Partners D/B/A Bernardo Wealth Planning Harleysville PA 06/2016 09/2017
Purshe Kaplan Sterling Investments Albany NY 06/2016 Present
Bernardo Wealth Partners Llc Harleysville PA 09/2017 Present
  • 06/2016 → 09/2017
    Platinum Wealth Partners D/B/A Bernardo Wealth Planning
    Harleysville, PA
  • 06/2016 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2017 → Present
    Bernardo Wealth Partners Llc
    Harleysville, PA
Previous Registrations
  • 2016-08-05 → 2017-11-13
    Platinum Wealth Partners
    Skippack, PA
    Tampa, FL
  • 2009-06-01 → 2016-06-30
    Morgan Stanley
    Blue Bell, PA
    Blue Bell, PA
  • 2009-01-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Blue Bell, PA
  • 1997-10-30 → 2009-01-06
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Blue Bell, PA
    Blue Bell, PA
    Lansdale, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-22
S63 Uniform Securities Agent State Law Examination 1981-03-12
  • S65 Uniform Investment Adviser Law Examination
    1995-11-22
  • S63 Uniform Securities Agent State Law Examination
    1981-03-12
Other Names
  • Anthony John Bernardo
  • Anthony Bernardo Jr
  • Anthony Bernardo

View on SEC IAPD

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WESCOTT FINANCIAL ADVISORY GROUP LLC · Harleysville, PA
LPL FINANCIAL LLC · HARLEYSVILLE, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · HARLEYSVILLE, PA
CETERA INVESTMENT ADVISERS LLC · HARLEYSVILLE, PA
LPL FINANCIAL LLC · HARLEYSVILLE, PA
EAGLE STRATEGIES LLC · HARLEYSVILLE, PA
EAGLE STRATEGIES LLC · HARLEYSVILLE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Harleysville, PA

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