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999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-04 |
| PA | RA | APPROVED | 2017-01-03 |
Branch Locations
999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kcsd | Kennett Square | PA | 09/2005 | 11/2017 |
| Willowdale Chapel | Kennett Square | PA | 09/2004 | 09/2016 |
| Market Street Wealth Management | West Chester | PA | 08/2016 | Present |
| Usa Financial Securities | Ada | MI | 09/2016 | Present |
1) MARKET STREET FINANCIAL GROUP, LLC - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE: 01/24/2018. LIFE AND HEALTH INSURANCE. FIXED ANNUITY SALES. INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) LEPPERT HOLT CONSULTING LLC - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE 09/09/2016. BACK OFFICE WORK. FINANCIAL ADVISORY SERVICES. INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) WATFORD WEALTH MANAGEMENT, INC. - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE 02/01/2019. FINANCIAL ADVISORY SERVICES. INVESTMENT RELATED. 20 HOURS PER MONTH DEVOTED TO BUSINESS. 20 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-21 |
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