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116 Commons Court, Chadds Ford, PA 19317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-22 |
| PA | RA | APPROVED | 1999-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smithbridge Asset Management Inc | Chadds Ford | PA | 05/1999 | Present |
| Financial Freedom Innovations, Ltd | Mechanicsburg | PA | 05/2023 | Present |
Smithbridge Asset Management, LLC - President and CCO. Spends approximately 95% of his time on this activity. Financial Freedom Innovations, Ltd - Investment Adviser Representative. Spends approximately 5% of his time on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-07 |
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