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130 Commons Court, Chadds Ford, PA 19317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2001-08-16 |
| MD | RA | APPROVED | 2000-03-15 |
| DE | RA | APPROVED | 1999-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Chadds Ford | PA | 02/1996 | 10/2023 |
| Chartered Financial Group, Inc Fka Chartered Financial Group In | Chadds Ford | PA | 01/2001 | Present |
DOUBLE TROUBLE SQUARED LLC POSITION: Single Member NATURE: 1 DOUBLE TROUBLE SQUARED LLC - WILLIAM HAS BEEN THE SINGLE MEMBER/OWNER SINCE THE LLC WAS FORMED IN JULY 2007 TO OWN ONE OFFICE CONDOMINIUM IN HARRISBURG PA THAT IS LEASED TO TENANTS AND SERVES AS A BRANCH OFFICE OF CHARTERED ADVISORY GROUP INC APERCU LLC - WILLIAM HAS BEEN THE SINGLE MEMBER/OWNER SINCE THE LLC WAS FORMED IN NOVEMBER 2008 TO OWN ONE OFFICE CONDOMINIUM IN CHADDS FORD PA THAT IS LEASED TO AND SERVES AS A BRANCH OFFICE OF CHARTERED ADVISORY GROUP INC INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 07/01/2007 ADDRESS: 130 Commons Ct, Chadds Ford PA 19317, United States DESCRIPTION: I own one office condo. I rent it to a psychology practice. I use the conference room from time to time to meet with clients. APERCU, LLC POSITION: Single Member NATURE: APERCU, LLC REAL ESTATE OWNER/MEMBER 10% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2008 ADDRESS: 130 Commons Ct, Chadds Ford PA 19317, United States DESCRIPTION: I rent this office condo to my S-Corp (Chartered Advisory Group, Inc) as an owner-occupied tenant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-22 |
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