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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-31 |
| ME | RA | APPROVED | 2025-08-04 |
| MI | RA | APPROVED | 2022-08-17 |
| OH | RA | APPROVED | 2022-03-08 |
| FL | RA | APPROVED | 2021-10-19 |
| NJ | RA | APPROVED | 2021-10-14 |
| PA | RA | APPROVED | 2021-05-05 |
Branch Locations
1000 Easton Road, Willow Grove, PA 19090 • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planning Specialists, Inc | Willow Grove | PA | 01/2018 | Present |
| Chickies N' Petes | Bensalem | PA | 08/2013 | Present |
| Sarrapo'S Pizza | Croydon | PA | 01/2010 | 01/2018 |
| Lasalle St Investment Advisors Llc | Elmhurst | IL | 05/2021 | Present |
Retirement Planning Specialists Inc - Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-30 |
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