Business List: Investment Firms in Pennsylvania, USA

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Penn Wealth Planning - Ameriprise Financial Services, LLC 6444 Lower York Rd US 202, New Hope, PA 18938
21586xxxx0 ama***@t******.com 224
Capital View Wealth Management 212 S Front St, Wormleysburg, PA 17043
71741xxxx6 and*******@c****************.com
Business Integra Inc 3438 Trindle Rd Ste 202, Camp Hill, PA 17011
71773xxxx9 abi*****@i*******.net
Pennsylvania Wealth Management 2142 Market St STE A102, Camp Hill, PA 17011
71730xxxx9 jas**@p*****************.com
Waldron Private Wealth 44 Abele Rd Suite 400, Bridgeville, PA 15017
41222xxxx5 mar******@w********.com 5 2 1 431 7 457
Effatt Ardene 2100 Georgetown Dr Ste 500, Sewickley, PA 15143
72479xxxx3 ard************@a***.com
Asset Financial Services 1397 Upper State Rd Chalfont, PA 18914
26757xxxx3 bre***@a********************.com 5 5 165 5
Raymond James Financial Services 1348 S Atherton St, State College, PA 16801
81423xxxx0 aar************@r***********.com 5 1 17459 18000
Baker-Shuck, Christine 905 Washington St, Huntingdon, PA 16652
81464xxxx6 ame******************@a***.com 4.3 6 132545 134869
Pennsylvania Capital Management Inc 1841 Huntingdon Pike, Huntingdon Valley, PA 19006
21588xxxx0 and***@p**********.com 5 1
Edward Jones Investments 213 N Main St, Coudersport, PA 16915
81427xxxx9 a.j*********@e**********.com 86829 99000
South Central Workforce Investment 4201 Crums Mill Rd #200, Harrisburg, PA 17112 71723xxxx6
Key Financial Inc 1045 Andrew Dr Ste A, West Chester, PA 19380
61042xxxx0 ber*******@k**************.com 4.3 6 468
Zeke Capital 1205 Westlakes Dr, Berwyn, PA 19312
61057xxxx9 arn****@z**********.com
Aztec Group - US Four Radnor Corporate Center, 100 Matsonford Rd Suite 220, Radnor, PA 19087
61094xxxx0 car****@a*********.co 5 1 4.7 26 3826 36
Tower Bridge Advisors 101 W Elm St Ste 355 Conshohocken, PA 19428
61026xxxx0 ccl****@t******************.com
Nestlerode & Loy, Inc. 110 Regent Ct Ste 202, State College, PA 16801
81423xxxx9 inf*@n*******************.com 5 16 5 11 268 30
5 11
Baird Private Wealth Management 308 Seventh Ave, Pittsburgh, PA 15222
41243xxxx0 ano************@b*********.com 4.2 10
Pegasus Financial Planning 555 S Goddard Blvd King of Prussia, PA 19406
60150xxxx8 ant*************@p********.net 5 11
BLB&B Advisors 103 Montgomery Ave Montgomeryville, PA 18936
21564xxxx0 bba****@b***.com 2
Salvatore N Alfano Jr - Edward Jones 234 Mall Blvd Ste 220 King Of Prussia, PA 19406
61026xxxx5 acc**********@e**********.com 235 22 82572 92586
Janney Montgomery Scott LLC Three Logan Square, 1717 Arch St, Philadelphia, PA 19103
21566xxxx0 aal******@j*****.com 3.5 2 1620
Phil Cannella 2700 Horizon Dr Ste 300 King of Prussia, PA 19406
80072xxxx8 inf*@c*******************.com 4.5 72
The Beacon Group of Companies 120 S Warner Rd Ste 201 King of Prussia, PA 19406
61026xxxx2 ant*******@t***********.com 5 3 1 1
Edward Jones - Financial Advisor: Scott E McKee 125 N Allegheny St, Bellefonte, PA 16823
81435xxxx8 a.j*********@e**********.com 85 82097 92037
5
Edward Jones - Financial Advisor: Fred A Kurtz 1 S State St Ste A Newtown, PA 18940
21557xxxx4 acc**********@e**********.com 22 82572 92586
The ROI Group 550 American Ave Ste 203 King of Prussia, PA 19406
61026xxxx0 bil********@t*************.com
Coppola Wealth Management 1300 Route 73 Ste 201 Mount Laurel, NJ 08054
85629xxxx3 ann**************@l**.com 237 7
Ultra Capital 2400 Market St Suite 302, Philadelphia, PA 19103
41598xxxx0 al**@u***********.com
GREA 107 S 2nd St 4th fl, Philadelphia, PA 19106
21545xxxx2 col*********@g***.com 5 6 4342 9
McClarren Financial Advisors, Inc. 1364 S Atherton St, State College, PA 16801 81423xxxx0 ale***@m********.com
Incline Equity Partners 625 Liberty Ave, Pittsburgh, PA 15222
41231xxxx0 aar*********@i************.com
Smart Choice Financial 67 Buck Ln, Upper Chichester, PA 19061
26798xxxx4 ell**@p*************.com
Neshamminy Creek Advisors 5920 Grant Ave Bensalem, PA 19020 21596xxxx4
Providence Investment Management Co 1489 Baltimore Pike, Springfield, PA 19064 61054xxxx0
Lifetime Financial Growth 244 Boulevard of the Allies, Pittsburgh, PA 15222
41239xxxx0 abb*******@l**********************.com 3 2
Guyasuta Investment Advisors 2814, 285 Kappa Dr suite 220, Pittsburgh, PA 15238
41244xxxx0 ahm@g*******.com 5 9
Forex USA
63648xxxx6
Edward Jones - Financial Advisor: Mike Gillett 594 Centerville Rd Ste 1, Lancaster, PA 17601
71745xxxx2 and*******@c*************.ca
Edward Jones - Financial Advisor: Paul P Biedlingmaier Jr 870 W Main St Ste 1 Lansdale, PA 19446
21585xxxx3 a.j*********@e**********.com 5 2 22 82572 92586
Corporate Interests Investment Firm 1429 68th Ave Philadelphia, PA 19126 21592xxxx0
DT Investment Partners, LLC 1 Dickinson Dr, Chadds Ford, PA 19317
48477xxxx5 and*************@d*******************.com
David Caccese - RBC Wealth Management Financial Advisor 181 Washington St Suite 500, Conshohocken, PA 19428
48453xxxx1 rbc*********@r**.com
Wilmington Trust 1330 S Atherton St, State College, PA 16801
81423xxxx7 aam****@w**************.com
National City 201 S Broad St, Grove City, PA 16127
72445xxxx3 aar******@p**.com
Invest Financial 2 W Pennsbury Way Unit B, Chadds Ford, PA 19317
61038xxxx5 ada********@i**************.com
Clark Capital Management Group 1650 Market St Fl 53, Philadelphia, PA 19103
80076xxxx4 aar***@c***.com 5 1 185 25
Edward Jones - Financial Advisor: JP Northrop 595 Bethlehem Pike Ste 106 Montgomeryville, PA 18936
26766xxxx6 acc**********@e**********.com 33 2
Edward Jones - Financial Advisor: John F Raucci 290 North St, Meadville, PA 16335
81433xxxx2 and*******@c*************.ca
USA DONG HUI GROUP FOUNDATION FUND 117 S Chester Rd Apt 303, Swarthmore, PA 19081
91171xxxxxxx9
Falcon Royal Investment Management 8322 Strahle Pl Philadelphia, PA 19111
col****@f********.com
The Franklin Mortgage & Investment Company 1715 Schubert Aly, Philadelphia, PA 19103
26789xxxx7 dri***@t*************.com 4.4 763
Edward Jones - Financial Advisor: Jake Szulinski 676 E Swedesford Rd Ste 165 Wayne, PA 19087
48458xxxx7 acc**********@e**********.com 212 157 2
Edward Jones - Financial Advisor: Bart Allgeier 11 E Butler Ave Ambler, PA 19002
21564xxxx0 a.j*********@e**********.com
Centurion Group, LLC 610 W Germantown Ave Ste 350 Plymouth Meeting, PA 19462
61083xxxx1 bra**@c****************.com 148
Adviso Wealth - Fiduciary Financial Advisor Philadelphia 7244 Castor Ave #1075, Philadelphia, PA 19149
61084xxxx2 inf*@a***********.com 5 2
HBKS Wealth Advisors 5121 Zuck Rd Floor 1, Erie, PA 16506
81483xxxx6 aga**@h*********.com 4.5 2 274 43 284
Edward Jones - Financial Advisor: Jeff Burris 123 Rolling Ridge Drive, State College, PA 16801
81423xxxx5 a.j*********@e**********.com 22 82572 92586
5
The Reinvestment Fund 1700 Market St, Philadelphia, PA 19103
21540xxxx0 ala**@r***********.com 1548
Allied Financial Advisors 3 Terry Dr Ste 201A Newtown, PA 18940
21587xxxx2 67c*************************************@w*****************.com 14 2 17
Independence Retirement Advisors 150 N Radnor Chester Rd Ste F 200 Wayne, PA 19087
83388xxxx2 you*****@i*************.com 3 2
Woodward Group Ltd 8 S Plum St, Media, PA 19063
61062xxxx6 jim*********@w************.com
Silvercrest Asset Management Group
60994xxxx0 ach**@s***************.com
Fiduciary Trust International of Pennsylvania Five Radnor Corporate Center, 100, Matsonford Rd Suite 450, Radnor, PA 19087
61097xxxx0 aar**@f*************.com 4.3 12
Edward Jones - Financial Advisor: Jennifer E Raynor 33 W Ridge Pike Ste 633 Royersford, PA 19468
61040xxxx8 a.j*********@e**********.com 22 82572 92586
SEI Investments 100 Cider Mill Rd, Collegeville, PA 19426
61067xxxx0 aal*******@s***.com 3.6 34 3082 1502 3200
Great Valley Advisor Group | LPL Financial 920 Cassatt Rd #202, Berwyn, PA 19312
61029xxxx0 bjo******@g******************.com
Small Business Development 400 North St # 4, Harrisburg, PA 17120
71778xxxx7 adi*****@n****.com 4 1 15314
Payday Plus Inc 310 Lakeside Park, Southampton, PA 18966 21536xxxx0
Whr Investment Firm 3 Martin Ln Sicklerville, NJ 08081 85662xxxx5
Panko Wealth Management 452 Westgate Dr, State College, PA 16803
81423xxxx2 5 2
McAmar Investments LLC 1500 Chestnut St #1091, Philadelphia, PA 19102
21570xxxx9 5 1
Edward Jones - Financial Advisor: Jeff Revak 1790 Yardley Langhorne Rd Ste 106 Yardley, PA 19067
21549xxxx6 a.j*********@e**********.com 22 82572 92586
Edward Jones - Financial Advisor: Justin Katz 505 Deerfield Ct Blue Bell, PA 19422
61024xxxx6 a.j*********@e**********.com 21 82708 92750
Edward Jones - Financial Advisor: Bob Bennett 1122 St Rd Ste 206 Southampton, PA 18966
21535xxxx5 a.j*********@e**********.com 22 82922 92009
Charles Schwab 1030 Stony Hill Rd Unit 1 Yardley, PA 19067
26775xxxx0 app*******************@s*****.com 4 4
Susquehanna International Group LLP 401 City Ave Suite 220, Bala Cynwyd, PA 19004
61061xxxx0 a@s**.com 4.4 81 1942 282
eMoney Advisor Four Radnor Corporate Center, 100 Matsonford Rd #300, Radnor, PA 19087
61068xxxx0 abu*@e************.com 2.6 15
Merrill Lynch Financial Advisor Johanna L Walters 470 Norristown Rd Suite 101, Blue Bell, PA 19422
48453xxxx5 ale*********@m*.com
Morgan Stanley Wealth Management 419 Village Dr Ste 1, Carlisle, PA 17015
71725xxxx3 aal*******@m************.com 61 110607 2970 125650
Sun East Federal Credit Union 4500 Pennell Rd Aston, PA 19014
61048xxxx0 abr*****@s******.org 3.5 115 1 30 3.3 24 1569 55 1650
Wescott Financial Advisory Group LLC 30 S 17th St 4th Floor, Philadelphia, PA 19103
21597xxxx0 abe****@w******.com 144 2 167
Estate & Pension Advisory Board 1415 Rte 70 E Cherry Hill Plz Cherry Hill, NJ 08034
85685xxxx0 gsa*******@e******.com
RIVERFRONT VENTURES Nova Place Tower, 2 2nd St, Pittsburgh, PA 15212
41268xxxx0 inv********@i**************.org
Edward Jones - Financial Advisor: David J Samachson 130 Almshouse Rd Ste 400 Richboro, PA 18954
26798xxxx8 acc**********@e**********.com 22 82572 92586
Edward Jones - Financial Advisor: Elena M Sickles 1061 Dekalb Pike Ste 101 Blue Bell, PA 19422
61027xxxx6 a.j*********@e**********.com 303 2
Corporate Advisory Solutions, LLC 2001 Market St #2500, Philadelphia, PA 19103
21571xxxx9 aba****@c********************.com 5 10 118 122
BNY Mellon 525 William Penn Pl 7th Floor, Pittsburgh, PA 15259
41223xxxx0 aar**********@b********.com 4 1 14600
Edward Jones - Financial Advisor: Matt Gaul, CFP®|ChFC® 611 University Dr Ste 113, State College, PA 16801
81423xxxx2 a.j*********@e**********.com 82922
Flagship Capital Management 2 W Baltimore Ave Media, PA 19063
61056xxxx0 bho****@f**********.com
Edward Jones - David J Samachson 1007B St Rd Southampton, PA 18966
21535xxxx5 a.j*********@e**********.com
TL Ventures 435 Devon Park Dr Bldg 700 Wayne, PA 19087
61097xxxx5
Edward Jones - Financial Advisor: Steven W Smith 305 Creek Crossing Blvd Hainesport, NJ 08036
60926xxxx3 a.j*********@e**********.com 5 6 156
The Harbison Investment Group 181 Washington St Suite 500, Conshohocken, PA 19428
48453xxxx4 rbc*********@r**.com
Robert Morse - Thrivent 350 S Main St Ste 310, Doylestown, PA 18901
21523xxxx8 ale*******@t*******.com 134 2
Academy Wealth Advisers Penns Park, PA 18943
21560xxxx6 bob*****@a********************.com 5 20
The Durkin Team - CrossCountry Mortgage 32 Parking Plz Ardmore, PA 19003
61021xxxx8 dur*******@m***********.com 5 291 4.5 27 321 43
David Green - Private Wealth Advisor, Ameriprise Financial Services, LLC 617A Swedesford Rd, Malvern, PA 19355
61069xxxx9 dav**********@a***.com
Conshohocken, PA Private Wealth Management - UBS Financial Services Inc. 101 W Elm St Suite 200, Conshohocken, PA 19428
80024xxxx0 ale*******@u**.com
HBKS Wealth Advisors 1760 Market St Suite 904, Philadelphia, PA 19103
21573xxxx0 aga**@h*********.com 276 43 286
Pikeland Home Buyers 119 Fairfax Ct Phoenixville, PA 19460
61054xxxx5 nat*@p*****************.com 5 29
DLP Capital 835 Hamilton St, Allentown, PA 18101
61048xxxx5 aja***********@d*********.com 4.9 43 1115 23
Pine Valley Investments 10 E Stow Rd Ste 200 Marlton, NJ 08053
85633xxxx0 ava****@p********************.com 5 2 1 1 5 14 292 8
Edward Jones - Financial Advisor: Joshua H Coupe 501 Silverside Rd Ste 124 Wilmington, DE 19809
30279xxxx5 a.j*********@e**********.com 22 82572 92586
The Boland Investment Group 1 Logan Square, Philadelphia, PA 19103
21555xxxx2 rbc*********@r**.com 14777 16000
Lansing Street Advisors 122 E Butler Ave Ste 250 Ambler, PA 19002
21563xxxx4 inf*@l*********.com
Edward Jones - Financial Advisor: David Rakow 100 Ridge Rd Ste 23 Chadds Ford, PA 19317
61035xxxx7 a.j*********@e**********.com 22 82572 92586
Edward Jones - Financial Advisor: Jeff Elms 1133 S Braddock Ave, Pittsburgh, PA 15218
41234xxxx0 a.j*********@e**********.com 83388 92586
Logan Financial Services 16 Industrial Blvd, Downingtown, PA 19335
61064xxxx9 blo***@l*************.com 5 7 130
Cornerstone Advisors Asset Management, LLC 74 W Broad St # 340, Bethlehem, PA 18018
61069xxxx0 aco*****@c********************.com 5 1
Deloitte 1700 Market St Suite 2700, Philadelphia, PA 19103
21524xxxx0 3d@d*******.com 2.8 13 1553545 1569241
Oppenheimer & Co. Inc. 1818 Market St Suite #2700, Philadelphia, PA 19103
21565xxxx2 aal****@o**********.com 1 1 4.5 22 631 165 730
Dan Batty - uFinancial Group 111 E Uwchlan Ave, Exton, PA 19341
48434xxxx5 dba***@f*************.com
Natcity Investments 4510 William Penn Hwy, Murrysville, PA 15668 72432xxxx9
Mill Creek Capital Advisors, LLC Eight Tower Bridge, 161 Washington St STE 1500, Conshohocken, PA 19428
61094xxxx0 afi******@m***********.com 5 2
Traynor Capital Management 418 E King St Malvern, PA 19355
61099xxxx0 dat*****************@i****.de 3.9 11 3.5 3
Hunter Associates Koppers Building, 436 Seventh Ave 27th Floor, Pittsburgh, PA 15219
80035xxxx5 c@h***************.com
Deloitte 1 Braxton Way, Glen Mills, PA 19342 61047xxxx0 das*******@d*******.com 1.9 7
Pennsylvania Financial Group 2591 Wexford Bayne Rd #202, Sewickley, PA 15143
72493xxxx0 cdu****@p*****.com 5 1
Versa Capital / VCM Fund Advisors, LLC Ten Penn Center, 1801 Market St Suite 2525, Philadelphia, PA 19103
21560xxxx0 ahe*****@v****.com
Wealth Enhancement Group 4 Mystic Ln, Malvern, PA 19355
61025xxxx3 aba****@w****************.com 5 1
InvestEdge Three Bala Plaza West, Suite 600, Bala Cynwyd, PA 19004
61074xxxx3 abo********@i*********.com 4 7
MidMarket Capital Advisors LLC 1629 Locust St, Philadelphia, PA 19103
21587xxxx1 fba***@m*********.com
Deloitte One PPG Place Suite 2600, Suite 2600, Pittsburgh, PA 15222
41233xxxx0 &o@d*******.com 3 8
Raymond James Financial Services 1845 Walnut St # 2380, Philadelphia, PA 19103
21583xxxx3 aar************@r***********.com 17503 18000
Edward Jones 2110 N Atherton St, State College, Pa 16803
81423xxxx2 a.j*********@e**********.com 17 86829 99000
4
Edward Jones - Financial Advisor: Duncan Reed 212 N Main St Ste 202 North Wales, PA 19454
21569xxxx0 a.j*********@e**********.com
US Bancorp & Capital Trust 1150 1st Ave Ste 501 King Of Prussia, PA 19406
61099xxxx6 ban****@b***********.com 7
Edward Jones - Financial Advisor: Ray Trost 373 Egg Harbor Rd Sewell, NJ 08080
85658xxxx2 a.j*********@e**********.com 95 2
VFM Investments 4350 N Front St Philadelphia, PA 19140
26742xxxx7
Nittany Brokerage Services Inc 2125 E College Ave Ste 101, State College, PA 16801
81423xxxx0 dea********@n*********************.net
Edward Jones - Financial Advisor: Cindy Wolf 1331 S 7th St, Chambersburg, PA 17201
71725xxxx5 and*******@c*************.ca
Penn Capital Management 1200 Intrepid Ave #400, Philadelphia, PA 19112
21530xxxx0 asc*****@p**********.com 3.3 7
Dillon Capital Management 809 N Bethlehem Pike Ste F1 Ambler, PA 19002 21536xxxx5
RTD Financial 30 S 17th St Suite 1620, Philadelphia, PA 19103
21555xxxx0 577*****@m************.com
Herr Financial Management 515 W Walnut St, Lancaster, PA 17603 71739xxxx3 5 1
Berkshire Investment Group 1408 Penn Ave, Wyomissing, PA 19610
61037xxxx5 bry**********@l**.com 5 2 247 3
5 4
Mitchell Sinkler & Starr Two Penn Center Plaza Suite 1320, Philadelphia, PA 19102
21566xxxx0 bac*******@m**********.com
Peerless Advisors 1060 First Ave Ste 400 King of Prussia, PA 19406 61093xxxx6
Philadelphia 1515 Market St Suite 1200, Philadelphia, PA 19102
21539xxxx0 com*******@p********.com 5 1
Morris Capital Advisors, LLC 15 Mystic Ln, Malvern, PA 19355
61072xxxx0 bmo****@m********************.com
Madison Financial Advisors 1240 Broadcasting Rd, Reading, PA 19610
61037xxxx7 abr***@m**************.com 173 182
SHP Properties Cherry Hill, NJ 08034
85620xxxx5
Edward Jones - Financial Advisor: Rich Gostkowski 1544 Paoli Pike Ste A West Chester, PA 19380
61069xxxx9 a.j*********@e**********.com 22 82922 92008
TIAA Financial Services 328 Innovation Boulevard, Suite 301, State College, PA 16803
86684xxxx3 acc******************@t***.org 3.7 3 12 90692 469 91664
4
Peak Capital Inc 1630 Manheim Pike #1, Lancaster, PA 17601
71740xxxx0 jse****@p*****************.com
Edward Jones - Financial Advisor: Justin H Bartolomucci 115 W Main St Ste C Trappe, PA 19426
61048xxxx4 a.j*********@e**********.com 296 3
Wells Fargo Advisors 2571 Park Center Blvd Ste 3, State College, PA 16801
81432xxxx1 aar**********@w*********.com 4.7 3 16 1153275 1175645
Zunic Advisory Services 3291 N George St, Emigsville, PA 17318
71776xxxx2 emo**************@z************.com 4.6 17 5 61
Radnor Wealth Advisors | Asset Management & Financial Planning 515 E Lancaster Ave, Wayne, PA 19087
61060xxxx2
Edward Jones - Financial Advisor: Al Finkelstein 176 Rte 70 Ste 11 Medford, NJ 08055
60971xxxx5 a.j*********@e**********.com 5 5
FideliTrade 3601 N Market St Wilmington, DE 19802
30276xxxx0 awi**@f**********.com 5 8
Planning Capital Management 1515 Market St Suite 1200, Philadelphia, PA 19102
21570xxxx0 dan*********@p**************.com 5 1 354 2
Burgiss Group Inc 15 Paoli Plz, Paoli, PA 19301
61064xxxx0 aan******@b******.com 164 24
Sage Financial Group 300 Barr Harbor Dr Suite 200, Conshohocken, PA 19428
48434xxxx0 aco**@s************.com 5 1 5 13 1633 1754
Janney Montgomery Scott 1717 Arch St Philadelphia, PA 19103
21566xxxx7 ade*****@j********.com 1 1
Goldman Sachs & Co Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103
21565xxxx0 dav********@g***********.com 2.9 8 263964 306000
FRS Capital Management 10116 Valley Forge Cir King of Prussia, PA 19406
61035xxxx8 amb****************@f*********.com
Pennsylvania Financial Consultants 1781 Arona Rd, Irwin, PA 15642 72487xxxx1 4 1
Investors First Capital State College, PA 16804
81469xxxx0 aba******@i****************.com
Ark Financial Services 259 Shoenfelt St, East Freedom, PA 16637
81469xxxx4 chr************@c*************.com 4.5 2
Etho Capital
41250xxxx7 amb**@e**********.com
Ocker Financial Services 858 Lincoln Way East, Chambersburg, PA 17201
71797xxxx3 *re*@o*********************.com 10 238 29
Chatham Financial 235 Whitehorse Lane, Kennett Square, PA 19348
61092xxxx0 abe***@c***************.com 579 129
The Dalton Group at Morgan Stanley 720 S Atherton St 1st Fl, State College, PA 16801
81486xxxx3 ade***********@m************.com 124 2 123
Philadelphia, PA Private Wealth Management - UBS Financial Services Inc. 1735 Market St 35th Floor, Philadelphia, PA 19103
80034xxxx1 ale*******@u**.com
Berkeley Research Group PPG Place, Four, 4th Floor, Pittsburgh, PA 15222
41223xxxx0 aag*******@t*******.com
Ellis Investment Partners 920 Casatt Rd Ste 115 Berwyn, PA 19312
48432xxxx0 ant**************@e**********************.com
Edward Jones - Financial Advisor: Dane Johnston 2020 Ardmore Blvd Ste 140, Pittsburgh, PA 15221
41220xxxx2 and*******@c*************.ca 5 3
Patriot Wealth Management of Raymond James 2003 S Easton Rd Ste 100, Doylestown, PA 18901
26774xxxx6 aar************@r***********.com 17086
Capital Group 1600 Arch St, Philadelphia, PA 19103 21563xxxx4 aa@c***********.com 13 166082 177180
Financial Voyages 425 Main St Harleysville, PA 19438
21525xxxx5 aud********@f***************.com 5 18 5 4 248 13
Ascensus 200 Dryden Rd E Dresher, PA 19025
21564xxxx0 aar********@a*******.com 2.4 11 1 6
Gibson Capital, LLC 6600 Brooktree Ct Suite 2200, Wexford, PA 15090
72493xxxx0 and*****@g************.com
Dudurich Investment Associates 26 S 2nd St Ste 203, Clearfield, PA 16830
81476xxxx8 sdu******@c*********************.com 2
5 1
Jerry Hanejko Southampton, PA 18966
Deloitte 200 Sterling Pkwy, Mechanicsburg, PA 17050
71769xxxx0 aas*@d*******.com 4.3 73 569900 1569077
Personal Wealth Advisory LLC 630 Delp Rd # 100, Lancaster, PA 17601
71773xxxx0 aba*******@p*****.net 5 1 51 2
Cooke & Bieler 2001 Market St Suite 4000, Philadelphia, PA 19103
21556xxxx1 a@c***********.com
STP Investment Services 44 W Gay St Suite 300, West Chester, PA 19380
61036xxxx4 aar******@s****.com 4 4
William J Young - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC 70 Old Clairton Rd, Pleasant Hills, PA 15236
41265xxxx0 dns*****@a***.com
Park Place Enterprises 201 Old York Rd # 1-554, Jenkintown, PA 19046
21593xxxx5 ema**@a*************.com
Merrill Lynch Financial Advisor Amy Brantz 1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103
21558xxxx8 ale*********@m*.com
Copper Beech Advisors LLC 5 Great Valley Pkwy #210, Malvern, PA 19355
61064xxxx4 inf*@c******************.com
The Valente Federico Investment Group 1 Logan Square, Philadelphia, PA 19103
21555xxxx0 rbc*********@r**.com 11074 12381
Edward Jones - Financial Advisor: Joseph Hayes 212 N Main St Ste 202 North Wales, PA 19454
21569xxxx0 a.j*********@e**********.com 22 82572 92586
Penn Investment Advisors, Inc. 3969 Durham Rd, Doylestown, PA 18902
80062xxxx7 gmc******@p***********.com
Inverness Graham Investments 1275 Drummers Ln #300, Wayne, PA 19087
61072xxxx0 acu****@i**************.com