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610 Old York Road, Suite 400, Jenkintown, PA 19046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-10 |
Branch Locations
610 Old York Road, Suite 400, Jenkintown, PA 19046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 08/2016 | 05/2020 |
| Santander Securities, Llc | Dorchester | MA | 07/2017 | 06/2018 |
| Santander Securities, Llc | Dorchester | MA | 06/2018 | 05/2020 |
| Minnesota Life Insurance Company | St Paul | MN | 06/2020 | 03/2022 |
| Securian Financial Services Inc | St Paul | MN | 06/2020 | 03/2022 |
| American Wealth Strategy Group | Lancaster | PA | 06/2020 | 03/2022 |
| Id Washington Wealth Management, Llc | Williamsport | PA | 03/2022 | 03/2023 |
| Ducharme Wealth Advisors, Llc | Erie | PA | 01/2023 | Present |
SELF POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2020 ADDRESS: Jenkintown, PA DESCRIPTION: I am a health insurance agent and offer group plans to small and medium sized businesses. Milton Hershey School Alumni Association POSITION: Treasurer/Board Member NATURE: Volunteer Activity INVESTMENT RELATED: No NUMBER OF HOURS/MONTH: 1 DURING SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 109 McCorkle Rd, Hershey, PA 17033 DESCRIPTION: As part of the board I assist the association with budgeting and financial forecasting needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-28 |
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