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Current Employers
Venn Wealth & Benefit Services, Llc

210 E. Plank Road, Ste 1C, Altoona, PA 16602 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-10-21
  • PA RA
    APPROVED
    Since 2016-10-21

Branch Locations

Dubois, PA • United States

210 E. Plank Road, Ste 1C, Altoona, PA 16602 • 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
Venn Wealth & Benefit Services Altoona PA 09/2016 Present
Zappia Insurance Dubois PA 10/2005 Present
Zappia Multi-Media Dubois PA 05/2003 Present
Venn Financial Solutions Dubois PA 11/2016 Present
  • 09/2016 → Present
    Venn Wealth & Benefit Services
    Altoona, PA
  • 10/2005 → Present
    Zappia Insurance
    Dubois, PA
  • 05/2003 → Present
    Zappia Multi-Media
    Dubois, PA
  • 11/2016 → Present
    Venn Financial Solutions
    Dubois, PA
Other Businesses

Zappia Insurance, DuBois, PA. Own and operate an insurance business offering life, annuity and health insurance since 2005. Venn Financial Solutions, DuBois, PA. Insurance agent and sales since 2016. Between Zappia Insurance and Venn Financial Solutions, Mr. Zappia may spend up to 70% of his time at this activity. Zappia Insurance and Venn Financial are not affiliated with Venn Wealth & Benefit Services. Zappia Multimedia, DuBois, PA. Owner & Operator since 2003. Mr. Zappia functions as a cinematographer and video editor. Mr. Zappia may spend up to 10% of his time on this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-21
  • S65 Uniform Investment Adviser Law Examination
    2016-10-21

View on SEC IAPD

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