Robert Edwin Hapanowicz

Current Employers

Employment History

• 01/1989 → Present
  Hapanowicz & Associates
  Pittsburch, PA
• 06/2011 → Present
  Lpl Financial Llc
  Pittsburgh, PA
• 01/1994 → Present
  Hapanowicz & Assoc.FInancial Services, Inc.(H&A Wealth Advisors)
  Pittsburgh, PA

Previous Registrations

• 1995-01-03 → 2011-06-02
  Securities America Advisors, Inc.
  Pittsburgh, PA

Other Businesses

1. 03/28/2011 - Hapanowicz & Associates Financial Services, Inc. - Non-Variable Insurance DBA - Investment Related - At Reported Business Location(s) - Time Spent 3% 2. 06/03/2019 - The LRM Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/10/2019 - 5 Hours Per Month/ 1 Hour During Trading 3. 06/20/2024 - Hapanowicz & Associates Financial Services, Inc. - Registered Investment Advisor Hybrid - IAR - Invesment Related - At Reported Business Location(s) - Start Date 06/14/2024 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Hapanowicz & Associates Financial Services, Inc., an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 06/20/2024 - Hapanowicz - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/14/2024 - 160 Hours Per Month/ During Trading - I provide investment advisory services thru HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.The firm is separate from and independent of LPL Financial. 5. 12/23/2024 - Hapanowicz Financial Tax Services, LLC - Tax Prep/Accounting/CPA - Owner/Supervisor - Investment Related - At Reported Business Location(s) - Start Date 12/01/2024 - 80 hours per month/ 2 hours during trading 6. 01/10/2025- Hapanowicz Financial Tax Services, LLC- INV Related- At Reported Business Location(s) - Start date 12/01/2024- 80 Hours Per Day- 2 Hours During Trading 7. 01/10/2025- Hapanowicz- DBA for LPL Business (entity for LPL business)- INV Related- At Pittsburgh PA- Start date 06/14/2024- 160 Hours Per Month- 160 Hours During Trading 8. 08/14/2025 - Hapanowicz Enterprises, LLC - Business Entity For Tax/Investment Purposes Only - Pittsburgh, PA - Not Inv Rel - Start date: 07/28/2025 - 5hrs/mnth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-01-29
• S63 Uniform Securities Agent State Law Examination
  1987-04-01

Other Names

• Robert Edward Hapanowicz