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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Forge Consulting | Berwyn | PA | 10/2015 | 02/2018 |
| Ellis Investment Partners, Llc | Berwyn | PA | 04/2017 | 02/2018 |
| Creative Financial Group | Newton Square | PA | 04/2018 | 11/2018 |
| Cardinal Wealth Group | Berwyn | PA | 12/2018 | 05/2020 |
| Retirement Wealth Advisors | Berwyn | PA | 06/2019 | Present |
| Bunio Consulting | Berwyn | PA | 06/2019 | Present |
| Adult Financial Education Service | Scottsdale | AZ | 07/2019 | Present |
| American Retirement Institute | Kennesaw | GA | 07/2019 | Present |
BUNIO CONSULTING; NON INVESTMENT RELATED; 1055 WESTLAKES DRIVE, #300, BERWYN, PA 19312; TRUST AND ESTATE PLANNING; OWNER; STARTED 06/2019; 4 HOURS/MONTH DEVOTED; 4 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER TRUST AND ESTATE PLANNING SERVICES. ADULT FINANCIAL EDUCATION SERVICES; INVESTMENT RELATED; 8700 E VISTA BONITA DRIVE, #160, SCOTTSDALE AZ 85255; EDUCATIONAL COURSES; EMPLOYEE; STARTED 07/2019; 20 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; TEACHING FINANCIAL EDUCATION CLASSES. AMERICAN RETIREMENT INSTITUTE; INVESTMENT RELATED; 2615 GEORGE BUSBEE PARKWAY, #11, KENNESAW GA 30144; EDUCATIONAL COURSES; EMPLOYEE; STARTED 07/2019; 20 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; TEACHING FINANCIAL EDUCATION CLASSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-16 |
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