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105 Montgomery Ave Suite 1051, Montgomeryville, PA 18936 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2003-08-06 |
Branch Locations
105 Montgomery Ave, Suite 1051 P.O. Box 588, Montgomeryville, PA 18936 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 401K Data Warehouse, Llc | Lansdale | PA | 06/2000 | Present |
| Fidelity Federal Retirement Plans | Montgomeryville | PA | 06/1992 | 12/2020 |
| Fidelity Federal Planning Corp. | Montgomeryville | PA | 06/1995 | Present |
401K DATAWAREHOUSE, LLC, 203 BEDFORD LN. LANSDALE, PA 19446. NOT INVESTMENT RELATED. SOFTWARE PROVIDER CREATED IN 2000. SERVE AS GENERAL MANAGER AND MANAGE BUSINESS. APPROXIMATELY 5 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-01-07 |
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