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2024 Darby Road, Havertown, PA 19083-2305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2003-10-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven M. Clott, Cpa | Havertown | PA | 04/1982 | Present |
| Dedicated Investment Advisers, Llc | Havertown | PA | 10/2003 | Present |
| Leonard B Halpernbroker | Havertown | PA | 11/2010 | Present |
DEDICATED INSURANCE ADVISERS LLC, 2024 Darby Road, Havertown, PA 19083-2305; NON-INVESTMENT RELATED,INSURANCE - AGENT, INDEPENDENT CONTRACTOR, managing member; 0-10 HRS. MONTHLY. Steve Clott,Certified Public Accountant; 2024 Darby Road, Havertown, PA 19083-2305; CPA License; Owner; Start 02/2007; Full time work during tax season Steve Clott, Real Estate Agent for Leonard Halpern; 2024 Darby Road, Havertown, PA 19083-2305; Real Estate License; Real Estate Broker; Start 2010; 0 Hours per month; 0 during trading hours Dedicated Retirement Planning Advisors LLC; 2024 Darby Road, Havertown, PA 19083-2305; Non-investment related; Managing member; Start 10/2021; 0 hours per month; 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-07 |
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