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261 Old York Rd Suite 735, Jenkintown, PA 19046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-09-01 |
Branch Locations
261 Old York Rd Suite 735, Jenkintown, PA 19046 • United States
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 |
|---|---|---|---|---|
| Modern Wealth Concepts Llc (154742) | Melrose Park | PA | 08/2010 | Present |
| St. Joseph's University | Philadelphia | PA | 07/2016 | Present |
Keith Donnell provides personal financial counseling services to service-members of the PA National Guard as a Department of Defense Contractor. Keith Donnell is also an Adjunct Professor of Finance at Saint Joseph's University in Philadelphia. These actives are unconnected to ModernWealthConcepts LLC. The Executive Services Group; Is the business investment related : No; 413 Johnson Street, Jenkintown, PA 19046; works with companies and executives to provide Executive Leadership and Life Coaching. This includes work / life balance, leadership effectiveness, career satisfaction, financial preparedness, and mind and body wellness coaching.; President - ModernWealthConcepts LLC; The business will be managed by Jenifer Montague, Managing Director.; Start date with business : 2018-03-01; Hours devoted to business during trading hours : 0; Hours devoted to business outside trading hours : 5; Percentage of total yearly compensation expected to be derived from the business : 25;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 1999-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-23 |
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