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Current Employers
Fidelity Federal Planning Corp.

105 Montgomery Ave Suite 1051, Montgomeryville, PA 18936 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2003-08-06
  • PA RA
    APPROVED
    Since 2003-08-06

Branch Locations

105 Montgomery Ave, Suite 1051 P.O. Box 588, Montgomeryville, PA 18936 • 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
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
  • 06/2000 → Present
    401K Data Warehouse, Llc
    Lansdale, PA
  • 06/1992 → 12/2020
    Fidelity Federal Retirement Plans
    Montgomeryville, PA
  • 06/1995 → Present
    Montgomeryville, PA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-01-07
  • S63 Uniform Securities Agent State Law Examination
    1986-01-07
Designations

View on SEC IAPD

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