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West Chester, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| On Target Financial Planning Llc | West Chester | PA | 10/2023 | Present |
| Weston Solutions Inc. | West Chester | PA | 03/2013 | Present |
Robert Hackett is the CIO & VP, Director of Technology at Weston Solutions Inc. This activity is not investment-related and accounts for 100% of his time during trading hours. This may create a potential conflict of interest in that Robert Hackett may dedicate all hours of trading time to this outside business activity. This conflict is mitigated as OTFP's investment strategy does not involve daily active trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-19 |
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