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Park City, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-08-01 |
| PA | RA | APPROVED | 2012-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Equities, Inc. | Wilmington | DE | 01/2011 | 08/2018 |
| American Equity Investment Corporation | New Albany | IN | 08/2018 | 08/2023 |
| Main Line Group Wealth Management, Llc | Conshohocken | PA | 08/2018 | Present |
THE REPRESENTATIVE ALSO IS AN INVESTMENT ADVISOR REPRESENTATIVE OF MAIN LINE GROUP WEALTH MANAGEMENT, A PENNSYLVANIA REGISTERED INVESTMENT ADVISOR. THE REPRESENTATIVE IS ALSO MEMBER OF MAIN LINE GROUP CONSULTING, A NON-SECURITIES RELATED BUSINESS OFFERING CONSULTING SERVICES TO BUSINESS ENTITIES. REPRESENTATIVE IS ALSO MEMBER-MANAGER FOR MLG Venture Partners LLC - the general partner for multiple SPVs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-04 |
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