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Current Employers
Almanack Investment Partners

3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-04-02
  • PA RA
    APPROVED
    Since 2024-04-02

Branch Locations

3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Girard Securities Hunt Valley MD 10/2015 11/2017
United Capital Financial Advisers, Llc Newport Beach CA 10/2015 07/2018
Cetera Advisor Networks Llc El Segundo CA 11/2017 06/2018
Almanack Investment Partners Wayne PA 08/2018 09/2019
Psa Financial Advisors, Inc. Lutherville MD 05/1999 09/2016
Domani Wealth Llc Lancaster PA 11/2019 09/2020
Stonebridge Advisors, Inc Ellicott City MD 07/2021 02/2024
N/A New Freedom PA 09/2020 07/2021
N/A New Freedom PA 09/2019 11/2019
Almanack Investment Partners, Llc Wayne PA 03/2024 Present
  • 10/2015 → 11/2017
    Girard Securities
    Hunt Valley, MD
  • 10/2015 → 07/2018
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 11/2017 → 06/2018
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 08/2018 → 09/2019
    Wayne, PA
  • 05/1999 → 09/2016
    Psa Financial Advisors, Inc.
    Lutherville, MD
  • 11/2019 → 09/2020
    Domani Wealth Llc
    Lancaster, PA
  • 07/2021 → 02/2024
    Stonebridge Advisors, Inc
    Ellicott City, MD
  • 09/2020 → 07/2021
    N/A
    New Freedom, PA
  • 09/2019 → 11/2019
    N/A
    New Freedom, PA
  • 03/2024 → Present
    Almanack Investment Partners, Llc
    Wayne, PA
Previous Registrations
Other Businesses

1)NAME OF OTHER BUSINESS: MCCORMICK CONSUMER TESTING INVESTMENT RELATED: NO ADDRESS: WIGHT AVENUE & PEPPER ROAD HUNT VALLEY, MD NATURE OF BUSINESS: CONSUMER TESTING PROGRAM START DATE: 03/28/2006 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: <1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: AFTER TASTING I COMPLETE A QUESTIONNAIRE BASED ON MY OPINIONS OF THE PRODUCT.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-03-20
S65 Uniform Investment Adviser Law Examination 2000-03-20
  • S63 Uniform Securities Agent State Law Examination
    2000-03-20
  • S65 Uniform Investment Adviser Law Examination
    2000-03-20
Other Names
  • Donna Maria Meckel
  • Donna Maria Teets

View on SEC IAPD

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