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Current Employers
On Target Financial Planning

West Chester, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-01-02
  • PA RA
    APPROVED
    Since 2024-01-02

Branch Locations

West Chester, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
On Target Financial Planning Llc West Chester PA 10/2023 Present
Weston Solutions Inc. West Chester PA 03/2013 Present
  • 10/2023 → Present
    On Target Financial Planning Llc
    West Chester, PA
  • 03/2013 → Present
    Weston Solutions Inc.
    West Chester, PA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-19
  • S65 Uniform Investment Adviser Law Examination
    2018-12-19

View on SEC IAPD

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