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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-30 |
| PA | RA | APPROVED | 2015-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Founders Financial Securities, Llc | Towson | MD | 04/2010 | Present |
| Wealth Planning Group Llc | Chadds Ford | PA | 05/2010 | Present |
1) Wealth Planning Group, LLC; Investment Related; 133 Commons Court; Chads Ford, PA 19317; Start Date: 01/2008; Insurance Broker; 20 Hrs. per month; Insurance brokerage, Fixed Insurance 2) 133 Commons Court, LLC; Non-Investment Related; 133 Commons Court Chadds Ford, PA 19317; Start Date: 07/2005; Owner; 2 Hrs. per month; responsible for renting properties to Wealth Planning Group, collecting rent and maintaining building
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-27 |
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