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35 West Broad Street Suite 100, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-10-16 |
| TX | RA | APPROVED | 2020-10-16 |
Branch Locations
833 North Park Road, Wyomissing, PA 19610 • United States
35 West Broad Street Suite 100, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Advisors, Inc. | Wyomissing | PA | 01/1991 | 10/2020 |
| Lpl Financial Llc | Wyomissing | PA | 09/2009 | 10/2020 |
| Sovereign Financial Group, Inc. | Wyomissing | PA | 10/2020 | Present |
12/10/2009 - NON-VARIABLE INSURANCE - INSURANCE AGENT - SALE OF INSURANCE PRODUCTS, SPECIFICALLY TERM LIFE, DISABILITY AND LTC. - INCLUDED IN SALARY - SEE COMMENTS - 1% OF TIME SPENT - WYOMISSING, PA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-30 |
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