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Sinking Spring, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Digital Media Academy | Los Gatos | CA | 05/2012 | 09/2016 |
| Robustwealth, Inc. | Lambertville | NJ | 12/2016 | 05/2021 |
| Private Client Resources | Wilton | CT | 05/2021 | 01/2024 |
| Rewealth Financial Planning | Sinking Spring | PA | 12/2021 | Present |
| Felte Real Estate | Willow Grove | PA | 05/2019 | 12/2023 |
| Quinn & Wilson, Inc. | Jenkintown | PA | 01/2024 | Present |
Name of the other business: Quinn & Wilson, Inc Investment-related: No Address of the other business: 1653 The Fairway #200, Jenkintown, PA, 19046 Nature of the other business: Real Estate Position: Licensed Realtor Start date of your relationship: 01/2024 Number of hours/month you devote to the other business: 2 hours per month Hours you devote to the other business during securities trading hours: 2 hours per month Duties: Buying and selling personal real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-05 |
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