Christopher Heiser - Ameriprise Financial Advisor |
701 Rte 73S Ste 405 Marlton, NJ 08053 |
|
85679xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hfm Investment Advisors Inc |
209 Rowan Blvd, Glassboro, NJ 08028 |
|
85623xxxx0 |
bhe****@h**********.com |
|
|
|
|
|
|
533 |
175 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Acito Parker & Paolini |
35 Kings Hwy E Ste 201 Haddonfield, NJ 08033 |
|
85635xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor G Sebastien Lundby - Thomas |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx6 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Family First Life |
1725 Teesdale St Philadelphia, PA 19111 |
|
26761xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bob Mason - Edward Jones |
373 Egg Harbor Rd Sewell, NJ 08080 |
|
85658xxxx2 |
a.j*********@e**********.com |
5 |
4 |
|
|
|
|
245 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jane Morgan - UBS Financial Services Inc. |
1735 Market Street Mellon Bank Center, Philadelphia, PA 19103 |
|
21549xxxx1 |
ade*********@u**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ifg/Russell Advisors |
1205 Westlakes Dr, Berwyn, PA 19312 |
|
61064xxxx0 |
bru****@a*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Peter Berlin - Ameriprise Financial Services |
1000 Atrium Way Ste 401 Mount Laurel, NJ 08054 |
|
85635xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor David M Ebner |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Bill McAllister |
1226 Kings Hwy, Swedesboro, NJ 08085 |
|
85643xxxx7 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Leverage Nerds |
309 Fellowship Rd Ste 200 Mt Laurel Township, NJ 08054 |
|
85671xxxx2 |
inf*@l************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Frank Esposto - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21596xxxx1 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grace Muller - TIAA Financial Consultant |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
|
90692 |
469 |
91664 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
UBS Financial Services Inc. |
1735 Market St Fl 35, Philadelphia, PA 19103 |
|
21549xxxx0 |
aar*******@u**.com |
|
|
|
|
|
|
226118 |
|
236128 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lincoln Investment Planning |
Philadelphia, PA 19103 |
|
21554xxxx6 |
aam****@l****************.com |
|
|
|
|
|
|
3067 |
|
3200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Flash Tax |
1790 Route 70 E Ste 2 Cherry Hill, NJ 08003 |
|
85633xxxx4 |
inf*@f*********.com |
5 |
17 |
5 |
9 |
5 |
32 |
347 |
46 |
358 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hfm Investment Advisors |
215 Fries Mill Rd, Blackwood, NJ 08012 |
|
85623xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rassler's Financial |
1221 Locust St Ste 207 Philadelphia, PA 19146 |
|
21554xxxx6 |
sha****@s*******.com |
5 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
James W Hayes - Ameriprise Financial Services |
2 Righter Pkwy Ste 201 Wilmington, DE 19803 |
|
30247xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
84 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kron & Polis Financial Group |
30 S 17th St, Philadelphia, PA 19103 |
|
21549xxxx5 |
kp-***************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Key Advisors Group |
1400 N Providence Rd, Media, PA 19063 |
|
61089xxxx0 |
aaz*******@n****************.com |
|
|
|
|
|
40 |
17587 |
|
22907 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Forefront Wealth Advisors |
10 Melrose Ave Ste 430, Cherry Hill, NJ 08003 |
|
85643xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Main Line Financial Advisors |
110 Phoenixville Pike, Malvern, PA 19355 |
|
61032xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fulton Financial Advisors |
379 Main St, Harleysville, PA 19438 |
|
21536xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tompkins VIST Bank |
1232 Egypt Rd Oaks, PA 19456 |
|
61066xxxx8 |
car*****@v*******.com |
1.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2349 Street Rd, Bensalem, PA 19020 |
|
21563xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Marathon Financial Services |
600 Delran Pkwy Ste B Delran, NJ 08075 |
|
87778xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Futurity First - Marlton |
901 Lincoln Dr W Ste 304 Marlton, NJ 08053 |
|
85633xxxx6 |
4f0*************************************@w*****************.com |
5 |
7 |
|
|
4.7 |
6 |
567 |
7 |
630 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alex.Brown, A Division of Raymond James |
1735 Market St 24th Floor, Philadelphia, PA 19103 |
|
21256xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Abeer Aasir - TD Wealth Financial Advisor |
5200 Route 42, Turnersville, NJ 08012 |
|
60947xxxx3 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Exchange Company of Pennsylvania |
101 W Chelten Ave Philadelphia, PA 19144 |
|
21543xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Henry L Williams Jr - Ameriprise Financial Services |
525 Route 73 N Ste 303 Marlton, NJ 08053 |
|
60965xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
84 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Friendly Tax Advisors |
5620 Ridge Ave Philadelphia, PA 19128 |
|
21548xxxx4 |
kai****@f**************.com |
5 |
9 |
5 |
1 |
|
|
163 |
3 |
169 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inez Wealth Strategies |
Willow Grove, PA 19090 |
|
21593xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Coach Group |
940 E Boot Rd Ste 101 West Chester, PA 19380 |
|
48488xxxx2 |
aar**@f******************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
6016 Route 130, Delran, NJ 08075 |
|
85682xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
James Schmidt - Ameriprise Financial Services |
101 W Elm St Ste 610 Conshohocken, PA 19428 |
|
48453xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Barney Carter - Ameriprise Financial Services |
3513 Concord Pike Ste 1000 Wilmington, DE 19803 |
|
30247xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
370 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lincoln Hill Financial |
1800 Chapel Ave Cherry Hill, NJ 08002 |
|
60996xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian D Platt CFP - Independence Square Advisors |
150 S Warner Rd Ste 300 King of Prussia, PA 19406 |
|
61052xxxx0 |
aca******@t*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Bacchini - Ameriprise Financial Services |
855 Springdale Dr Ste 100 Exton, PA 19341 |
|
48487xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
57 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Planning Capital Management Corporation |
1515 Market St # 1120, Philadelphia, PA 19102 |
|
21570xxxx0 |
aam*********@b************.com |
|
|
|
|
|
|
352 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bittel Financial Advisors |
1319 Montgomery Ave, Wynnewood, PA 19096 |
|
61089xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Community Solutions Financial |
217 Clifton Ave Ste 4 Collingdale, PA 19023 |
|
21598xxxx5 |
fil***@g******.com |
|
|
|
|
|
|
217 |
21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity Investments |
600 W Dekalb Pike Ste 110 King of Prussia, PA 19406 |
|
80054xxxx7 |
aar********@f*******.com |
3.8 |
9 |
|
|
|
|
312480 |
|
327446 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Peak Financial Services |
213 White Horse Pike Haddon Heights, NJ 08035 |
|
85665xxxx1 |
cbu***@p*****.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Planning Directions |
610 Old Lancaster Ave Bryn Mawr, PA 19101 |
|
84434xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
438 Fayette St, Conshohocken, PA 19428 |
|
61082xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Goldata Financial |
1931 Lafayette Rd Gladwyne, PA 19035 |
|
61099xxxx9 |
eg@g******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Anthony Petsis & Associates Inc |
401 S State St Newtown, PA 18940 |
|
21596xxxx8 |
ale*@a******.com |
4 |
4 |
|
|
|
|
459 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Express Financial Advisors |
4 Greentree Ctr Ste 302 Marlton, NJ 08053 |
|
85679xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Kirwan Companies |
11 Penns Trl Ste 600 Newtown, PA 18940 |
|
21549xxxx7 |
inf*@k*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Philadelphia Retirement Alliance |
1 Bala Plz Ste 630 Bala Cynwyd, PA 19004 |
|
21580xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gallagher Insurance, Risk Management & Consulting |
40 W Front St Media, PA 19063 |
|
61056xxxx0 |
alb*************@a**.com |
2 |
4 |
|
|
|
|
3538 |
|
5036 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Carolyn Harvey-New York Life |
1000 Atrium Way Ste 500 Mount Laurel, NJ 08054 |
|
85666xxxx7 |
aak***********@n**********.com |
5 |
2 |
|
|
4.1 |
715 |
655934 |
|
655898 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Evan Potash - TIAA Wealth Management Advisor |
1835 Market St Ste 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RidgePoint Financial Partners - Ameriprise Financial Services |
168 W Ridge Pike Ste 202 Limerick, PA 19468 |
|
61082xxxx9 |
amb**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scott Gutman |
306 W Cuthbert Blvd Ste 102 Haddon Township, NJ 08108 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooper Neff Advisors Inc |
555 Croton Rd, King Of Prussia, PA 19406 |
|
61049xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Creative Funding Solutions |
Villanova, PA 19085 |
|
26778xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GradFin |
1635 Market St, Philadelphia, PA 19103 |
|
84447xxxx6 |
*l**@g******.com |
4.8 |
74 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Southwick James E Financial Advisor |
900 Route 168 Blackwood, NJ 08012 |
|
85637xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Educators First Financial |
649 N Lewis Rd Ste 200 Limerick, PA 19468 |
|
61079xxxx3 |
inf*@e****.com |
5 |
3 |
|
|
|
|
118 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cleary & Associates - Ameriprise Financial Services |
1000 Germantown Pike Ste H1 Plymouth Meeting, PA 19462 |
|
61083xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Patria Wealth Group |
501 Silverside Rd Ste 31 Edgemoor, DE 19809 |
|
87723xxxx5 |
inf*@p***********.com |
4.8 |
16 |
|
|
4.8 |
28 |
257 |
168 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
211 Holly Dell Dr, Sewell, NJ 08080 |
|
85658xxxx0 |
a-p*************@w*****************.com |
|
|
|
|
|
69 |
189675 |
|
190829 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kevin Shamy - TIAA Wealth Management Advisor |
1835 Market St Ste 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
12 |
90444 |
448 |
91340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Super Star Financial |
Elsmere, DE 19805 |
|
30280xxxx0 |
imp******@g****.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bank of America Private Bank |
1600 John F Kennedy Blvd, Philadelphia, PA 19103 |
|
26767xxxx1 |
ban**********@e****.bankofamerica |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pbs Financial Service |
11 Ridge Blvd Brookhaven, PA 19015 |
|
48490xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Roffman Miller Associates Inc |
1835 Market St # 500, Philadelphia, PA 19103 |
|
21598xxxx0 |
bob@r************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lawrence Wealth Management |
100 Four Falls Corporate Ctr Ste 202 Conshohocken, PA 19428 |
|
21554xxxx6 |
cad*@l***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
W. McKinley & Associates |
40 Lloyd Ave Ste 307 Malvern, PA 19355 |
|
61034xxxx0 |
adm**@w*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ronald Fish - Ameriprise Financial Advisor |
1105 Laurel Oak Rd Ste 142 Voorhees, NJ 08043 |
|
85674xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hoover Financial Advisors PC |
112 Moores Rd Malvern, PA 19355 |
|
61065xxxx7 |
inf*@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jon Yenney - Ameriprise Financial Services |
2070 Butler Pike Plymouth Meeting, PA 19462 |
|
61082xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
746 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ESI The Holmes Group |
200 W Lancaster Ave Ste 204 Wayne, PA 19087 |
|
21544xxxx0 |
b.f***@e********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sylvan Capital Advisors - Ameriprise Financial Services |
1 Dickenson Dr Ste 106 Chadds Ford, PA 19317 |
|
61023xxxx0 |
ash************@a***.com |
|
|
|
|
|
|
458 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tompkins Community Bank |
221 West Ridge Pike Conshohocken, PA 19428 |
|
61083xxxx9 |
cus*********@t****************.com |
|
|
|
|
|
12 |
11162 |
14 |
10912 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FREEDOM Financial Advisors LLC |
132 Farnsworth Ave, Bordentown, NJ 08505 |
|
60929xxxx3 |
cha******@f*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1776 Capital Managment Group of Janney Montgomery Scott |
1767 Sentry Pkwy W Ste 110 Blue Bell, PA 19422 |
|
21561xxxx3 |
abe***@j*****.com |
|
|
|
|
|
|
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gallagher Insurance, Risk Management & Consulting |
6000 Sagemore Dr Ste 6203 Marlton, NJ 08053 |
|
85644xxxx0 |
alb*************@a**.com |
|
|
|
|
|
|
3547 |
|
5028 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clarence Marshall III - Financial Advisor, Ameriprise Financial Services |
1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054 |
|
85635xxxx9 |
cla**************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John Seifried - TIAA Wealth Management Advisor |
201 King Of Prussia Rd Ste 650, Radnor, PA 19087 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
12 |
90444 |
448 |
91340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Douglas Bailey - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dale Morra - TD Wealth Financial Advisor |
2200 Garrett Rd, Drexel Hill, PA 19026 |
|
21553xxxx4 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
My Policy Quote |
Milmont Park, PA 19033 |
|
84478xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeffrey Gunder - Ameriprise Financial Services |
610 Freedom Business Ctr Dr Ste 100 King of Prussia, PA 19406 |
|
61099xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Philadelphia Investment Management |
2401 Pennsylvania Ave, Philadelphia, PA 19130 |
|
21576xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bradford & Mentonis Financial Group - Northwestern Mutual |
1818 Market St Ste 3400, Philadelphia, PA 19103 |
|
21597xxxx2 |
soc***@n*****************.com |
|
|
|
|
|
|
107324 |
16207 |
108000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Connors - TIAA Financial Consultant |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
12 |
90701 |
480 |
91952 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Emoney Advisors |
1001 E Hector St Conshohocken, PA 19428 |
|
61068xxxx0 |
abu*@e************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prairie Capital Advisors |
100 N 18th St, Philadelphia, PA 19103 |
|
21524xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1515 Glassboro Rd, Wenonah, NJ 08090 |
|
85646xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Easy way life |
Rutledge, PA 19070 |
|
48474xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chris Buckley - Ameriprise Financial Services |
790 Penllyn Blue Bell Pike Ste 300 Blue Bell, PA 19422 |
|
21533xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Atlantic Wealth Group |
2 Bala Plz Ste 300 Bala Cynwyd, PA 19004 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1101 Byers Dr, Glen Mills, PA 19342 |
|
61035xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lee J. Mcmanus, III - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx0 |
wms**********@r**.com |
|
|
|
|
|
|
12403 |
|
12881 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael A Gioia - Ameriprise Financial Services |
3520 Silverside Rd Ste 27 Wilmington, DE 19810 |
|
30247xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
G&J Financial services |
Philadelphia, PA 19118 |
|
48480xxxx3 |
|
4.5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Brokerage Services |
803 E Willow Grove Ave Glenside, PA 19038 |
|
88822xxxx1 |
con****@a****************.com |
4.1 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Cuthbertson - Ameriprise Financial Services |
610 Freedom Business Ctr Dr Ste 230 King of Prussia, PA 19406 |
|
61099xxxx0 |
chr*************@a***.com |
|
|
|
|
|
|
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Acre Mortgage & Financial |
Marlton, NJ 08053 |
|
85681xxxx0 |
aba***@a***********.com |
3.4 |
48 |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Norah Evans - TIAA Wealth Management Advisor |
1835 Market St Ste 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1101 Old York Rd, Abington, PA 19001 |
|
21557xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Long Financial Group |
660 Sentry Pkwy Ste 200 Blue Bell, PA 19422 |
|
61027xxxx0 |
ary*@l*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dunhill Financial Advisors |
1190 Old York Rd Warminster, PA 18974 |
|
21567xxxx0 |
bri**@d***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AXA Advisors, LLC |
1 Belmont Ave, Bala Cynwyd, PA 19004 |
|
61066xxxx6 |
ber***********@e********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tower Bridge Advisors |
101 W Elm St Ste 355 Conshohocken, PA 19428 |
|
61026xxxx0 |
ccl****@t******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nancy Findlay - Ameriprise Financial Services |
701A Route 73 S Ste 405 Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
625 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matthew Missimer - Ameriprise Financial Services |
161 Washington St Ste 1300 Conshohocken, PA 19428 |
|
61089xxxx2 |
dia*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor Angelo J Pinti |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prime CFO Services |
150 N Radnor Chester Rd Ste F200 Radnor, PA 19087 |
|
48432xxxx5 |
dat*****************@i****.de |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J Warde |
Florence, NJ 08518 |
|
19732xxxxx3 |
ask@w*******.com |
5 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prime Alliance Group |
175 Stratford Ave Ste 1-902 Wayne, PA 19087 |
|
21566xxxx7 |
jam**@p***************.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
K&G Financial Services Industry |
10000 Lincoln Dr E Marlton, NJ 08053 |
|
83399xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Private Wealth Advisor Matthew Perny |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
30257xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pegasus Financial Planning |
555 S Goddard Blvd King of Prussia, PA 19406 |
|
60150xxxx8 |
ant*************@p********.net |
|
|
|
|
5 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Premier Planning Group |
1260 Valley Forge Rd Ste 107 Phoenixville, PA 19460 |
|
61091xxxx0 |
abu**@p**************.net |
4.2 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
210 W Main St, Lansdale, PA 19446 |
|
21585xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mercator Advisors |
1629 Locust St # 1B, Philadelphia, PA 19103 |
|
21554xxxx1 |
bgr***@m***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: John B Castner |
933 Pike Springs Rd Phoenixville, PA 19460 |
|
61091xxxx8 |
a.j*********@e**********.com |
4 |
4 |
|
|
|
22 |
78878 |
|
87173 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pioneer Financial Resolutions |
93 Old York Rd Jenkintown, PA 19046 |
|
87769xxxx1 |
agn*********@t************.org |
3.9 |
7 |
|
|
|
|
9677 |
34 |
8851 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Good Steward Investments |
8327 Germantown Ave Philadelphia, PA 19118 |
|
21524xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Conestoga Capital Advisors |
300 Barr Harbor Dr, Conshohocken, PA 19428 |
|
61094xxxx0 |
jdo*@c***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Principal Financial Group |
305 Fellowship Rd Mount Laurel, NJ 08054 |
|
85677xxxx4 |
a@p********.com |
|
|
|
|
|
206 |
67778 |
153 |
70447 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Andrew Douglas - Ameriprise Financial Services |
1 Righter Pkwy Ste 250 Wilmington, DE 19803 |
|
30248xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Permissible |
7201 Frankfurt Ave Ste 945 Philadelphia, PA 19135 |
|
26722xxxx2 |
con******@p*************.com |
4 |
198 |
|
|
|
|
318 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mercer Advisors |
100 W Matsonford Rd Ste 4-200 Radnor, PA 19087 |
|
61086xxxx0 |
aar********@m*************.com |
|
|
|
|
|
|
2667 |
27 |
2685 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stephen Peiffer, CFS, CRC, CRPC |
98 Harriet Rd Churchville, PA 18966 |
|
21560xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Longevity Income Solutions |
5 Valley Square Ste 200 Blue Bell, PA 19422 |
|
85573xxxx7 |
inf*@l**********.com |
|
|
|
|
|
|
206 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Prosperity Group |
49 Grove St Haddonfield, NJ 08033 |
|
85668xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advisors Asset Management Inc |
101 W Elm St, Conshohocken, PA 19428 |
|
48436xxxx8 |
abu***@a**.us |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Danny Chan - Financial Advisor, Ameriprise Financial Services, LLC |
100 N 18th St Ste 750, Philadelphia, PA 19103 |
|
21530xxxx3 |
aly********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shr Financial Advisors |
3524 Silverside Rd Ste 31 Wilmington, DE 19810 |
|
30247xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1675 Limekiln Pike, Dresher, PA 19025 |
|
21554xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Seger - Raymond James |
4 Caufield Pl Ste 101 Newtown, PA 18940 |
|
21549xxxx0 |
|
4.6 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Janney Montgomery Scott LLC |
Three Logan Square, 1717 Arch St, Philadelphia, PA 19103 |
|
21566xxxx0 |
aal******@j*****.com |
3.5 |
2 |
|
|
|
|
1620 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Cuthbertson - Financial Advisor, Ameriprise Financial Services |
1000 Germantown Pike Ste A1, Plymouth Meeting, PA 19462 |
|
21594xxxx0 |
chr*************@a***.com |
|
|
|
|
|
|
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amodei & Associates - Ameriprise Financial Services |
1 Righter Pkwy Ste 250 Wilmington, DE 19803 |
|
30265xxxx3 |
ali***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Drexel Morgan Capital Advisors |
100 W Matsonford Rd, Wayne, PA 19087 |
|
61097xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barbara Rowens Financial Advisor |
900 Pebble Ln Southampton, PA 18966 |
|
21535xxxx9 |
bro****@i************.com |
|
|
|
|
|
|
110 |
|
111 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sensenig Capital Advisors Inc |
3100 Mill Rd, Norristown, PA 19403 |
|
61058xxxx0 |
bet*@s**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Berlin - TD Wealth Financial Advisor |
5501 Ridge Ave, Philadelphia, PA 19128 |
|
26740xxxx6 |
ank********@t*.com |
|
|
|
|
|
|
837543 |
2767 |
839413 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tiffany Hutchins - TD Wealth Financial Advisor |
201 Ark Rd, Mount Laurel, NJ 08054 |
|
85668xxxx0 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gallagher Insurance, Risk Management & Consulting |
4000 Midlantic Dr Ste 300 Mount Laurel, NJ 08054 |
|
85648xxxx0 |
alb*************@a**.com |
3.7 |
3 |
|
|
|
|
3538 |
|
5028 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Limerick Financial Group |
675 N Lewis Rd Royersford, PA 19468 |
|
61049xxxx1 |
cbr****@l*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wissahickon Wealth Management |
2929 Arch St, Philadelphia, PA 19104 |
|
21594xxxx9 |
use*@d*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Christopher C Kemezis, AAMS™ |
8617 Germantown Ave, Ste B, Philadelphia, PA 19118 |
|
21575xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
22 |
78878 |
|
87173 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
|
Kelman and Magliari Advisory Group - Ameriprise Financial |
2070 Butler Pike Plymouth Meeting, PA 19462 |
|
61039xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
746 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael J Newman - Ameriprise Financial Services |
701A Route 73 S Ste 405 Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
625 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RiskMarc Advisors |
451 Sean Ln, Aston, PA 19014 |
|
26725xxxx8 |
dan***@i***************.com |
5 |
30 |
|
|
5 |
3 |
56 |
|
58 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Backer Robert A Mba Cfp Financial Advisor |
214 W Main St Moorestown, NJ 08057 |
|
85672xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Colonial Financial Solutions |
901 State Highway 168 N Washington Township, NJ 07675 |
|
85623xxxx0 |
|
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Franklin Planning |
123 Egg Harbor Rd Ste 303 Sewell, NJ 08080 |
|
85640xxxx1 |
bsc*******@f***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crash Proof Retirement |
2700 Horizon Dr Ste 300 King of Prussia, PA 19406 |
|
61078xxxx0 |
inf*@c*******************.com |
4.5 |
72 |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PJ Schneiders & Company, LLP |
152 Himmelein Rd Ste 400 Medford, NJ 08055 |
|
60965xxxx0 |
mad******@c************.com |
4.2 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zac Hemple - TD Wealth Financial Advisor |
306 Marter Ave, Moorestown, NJ 08057 |
|
60920xxxx0 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
E Money Advisors |
1001 E Hector St Ste 401, Conshohocken, PA 19428 |
|
61068xxxx0 |
adv*********@e************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeremy Heller - Ameriprise Financial Services |
531 Gordon Ave Narberth, PA 19072 |
|
61082xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
226 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Schultz Clavin Giannone Wealth Management Group |
1000 Chesterbrook Blvd Ste 101 Berwyn, PA 19312 |
|
61064xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2 Radnor Corporate Ctr, Wayne, PA 19087 |
|
61050xxxx0 |
a-p*************@w*****************.com |
|
|
|
|
|
69 |
189675 |
|
190829 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Giles Bishop - Ameriprise Financial Services |
1000 Germantown Pike Ste H1 Plymouth Meeting, PA 19462 |
|
61094xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Esterman and Associates - Ameriprise Financial Services |
525 Route 73 N Ste 215 Marlton, NJ 08053 |
|
85633xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Resource Financial Instns Group |
1 Crescent Dr #203, Philadelphia, PA 19112 |
|
21554xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
228 S Black Horse Pike, Runnemede, NJ 08078 |
|
85693xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Bill McAllister, AAMS™ |
1226 Kings Highway, Swedesboro, NJ 08085 |
|
85624xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
82 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
|
Xcertified Restore |
1708 Tulip St Wilmington, DE 19805 |
|
30233xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Advisor Marketing |
8011 Navajo St, Philadelphia, PA 19118 |
|
61790xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clarifi-Consumer Credit Counseling Service of Delaware Valley |
302 Commerce Square Boulevard Burlington, NJ 08016 |
|
21556xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lauren Cooper - Private Wealth Advisor, Ameriprise Financial Services |
5195 W Woodmill Dr Ste 27, Wilmington, DE 19808 |
|
30299xxxx6 |
bet***********@a***.com |
|
|
|
|
|
|
492 |
21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors Newtown Square, PA Branch |
2093 Dutton Mill Rd Newtown Square, PA 19073 |
|
61099xxxx0 |
a.b@w*****************.com |
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Commonwealth Financial Advisors Oba Caesar William |
230 S Broad St, Philadelphia, PA 19102 |
|
21589xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
4356 New Falls Rd, Levittown, PA 19056 |
|
21594xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors Financial Network |
227 Laurel Rd Voorhees, NJ 08043 |
|
85643xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dennis O'Neill - Ameriprise Financial Services |
106 Commons Ct Chadds Ford, PA 19317 |
|
61045xxxx8 |
den**********@a***.com |
|
|
|
|
|
|
52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gwynedd Wealth Solutions |
600 W Germantown Pike Ste 400 Plymouth Meeting, PA 19462 |
|
61094xxxx7 |
inf*@g********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial |
1300 Rt 73 Ste 201 Mount Laurel, NJ 08054 |
|
85628xxxx9 |
kyl**********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wallace Associates |
175 W Rte 38 Moorestown, NJ 08057 |
|
85643xxxx0 |
don**@w***********.com |
4.9 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joseph Petry - Ameriprise Financial Services |
106 Commons Ct Chadds Ford, PA 19317 |
|
48480xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GenVest Strategy Group - Ameriprise Financial Services |
101 W Elm St Ste 610 Conshohocken, PA 19428 |
|
61083xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
141 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
501 Avenue Of The States, Chester, PA 19013 |
|
61087xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
161 S Easton Rd, Glenside, PA 19038 |
|
21588xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Philadelphia Financial Consultants, LLC |
|
|
26727xxxx2 |
inf*@p******************.com |
3 |
1 |
|
|
5 |
7 |
710 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Main Street Investor Advisors |
212 W Route 38 Ste 600, Moorestown, NJ 08057 |
|
85623xxxx0 |
jro***@m***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kennedy Financial Advisors |
164 Bechtel Rd Collegeville, PA 19426 |
|
61048xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RTD Financial Advisors |
121 N Walnut St, West Chester, PA 19380 |
|
21555xxxx0 |
abb*@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barry A. Rucks & Associates |
1650 Market St Floor 36, Office 3608, Philadelphia, PA 19103 |
|
26746xxxx8 |
bar********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shrinkabill |
1000 W St Ste 1400 Wilmington, DE 19801 |
|
30257xxxx5 |
aal***@b************.com |
1.5 |
235 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Neshamminy Creek Advisors |
5920 Grant Ave Bensalem, PA 19020 |
|
21596xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RBC Wealth Management Branch - Philadelphia |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx0 |
wms**********@r**.com |
|
|
|
|
|
|
11556 |
|
12881 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Godwin Gounaris Woolbert Investment Group |
30 S 17th St Suite 2000, Philadelphia, PA 19103 |
|
21549xxxx5 |
e.h******@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Life Partners Financial LLC. |
1609 Snyder Ave, Philadelphia, PA 19145 |
|
26753xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rudolph Tilotta - UBS Financial Services Inc. |
1735 Market Street Mellon Bank Center, Philadelphia, PA 19103 |
|
21549xxxx1 |
ade*********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor Mario Martinelli |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx1 |
ale***********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mariner Wealth Advisors |
1055 Westlakes Dr Suite 300, Berwyn, PA 19312 |
|
26733xxxx7 |
aal*************@m********************.com |
|
|
|
|
|
|
3843 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles Schwab |
1650 Market St Lbby 102, Philadelphia, PA 19103 |
|
21524xxxx6 |
chr**********@s*****.com |
4.1 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
5 |
Wells Fargo Advisors |
227 Laurel Rd, Voorhees, NJ 08043 |
|
85643xxxx8 |
a-p*************@w*****************.com |
|
|
|
|
|
69 |
189675 |
|
190829 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diversified |
480 Swedesford Rd Ste 120 Wayne, PA 19087 |
|
61062xxxx0 |
and***@d*************.com |
|
|
|
|
|
|
885 |
141 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PFM Swap Advisors LLC |
1735 Market St 43rd fl, Philadelphia, PA 19103 |
|
21556xxxx0 |
all****@p**.com |
3.6 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cedar Brook Financial |
14 Wakefield Rd Tansboro, NJ 08004 |
|
60936xxxx2 |
bri**@m**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Stephenson Jr - Financial Advisor, Ameriprise Financial Services, LLC |
101 W Elm St Ste 610, Conshohocken, PA 19428 |
|
61062xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Gildea - Ameriprise Financial Services |
1 Dickinson Dr Ste 106 Chadds Ford, PA 19317 |
|
61023xxxx0 |
aim********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nawn & Company |
73 Chestnut Rd Tredyffrin, PA 19312 |
|
61099xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vincent Marone - TD Wealth Financial Advisor |
401 Route 73, Voorhees, NJ 08043 |
|
60922xxxx6 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
525 Route 73 N Ste 400, Marlton, NJ 08053 |
|
85698xxxx8 |
a-p*************@w*****************.com |
2.8 |
4 |
|
|
|
69 |
189675 |
|
190829 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ivelis Valles Mulhern - Ameriprise Financial Services |
1000 Germantown Pike Ste A1 Plymouth Meeting, PA 19462 |
|
61027xxxx0 |
ash*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ascension Credit |
1107 Mantua Pike West Deptford, NJ 08051 |
|
83327xxxx2 |
inf*********@u*******.com |
|
|
5 |
1 |
3 |
4 |
28 |
265 |
29 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Marc A. Pacella - RBC Wealth Management Financial Advisor |
1 Logan Sq, Philadelphia, PA 19103 |
|
21555xxxx1 |
the********************@r**.com |
|
|
|
|
|
|
10793 |
|
12053 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christen Martin - Ameriprise Financial Services |
1000 Germantown Pike Ste A1 Plymouth Meeting, PA 19462 |
|
61062xxxx8 |
bet********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mary Reopell - Ameriprise Financial Services |
3513 Concord Pike Ste 1000 Wilmington, DE 19803 |
|
30247xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
370 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Doylestown Financial Advisors |
53 E Oakland Ave, Doylestown, PA 18901 |
|
21534xxxx7 |
aba*****@r************.com |
|
|
|
|
4.7 |
14 |
522 |
|
589 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Get My Unclaimed Funds |
441 N Wilton St Philadelphia, PA 19139 |
|
88835xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
599 E Lancaster Ave, Saint Davids, PA 19087 |
|
61068xxxx3 |
a.b@w*****************.com |
|
|
|
|
|
69 |
189675 |
|
190829 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Aaron C Leonard |
3801 Kennett Pike Unit 206e, Wilmington, DE 19807 |
|
30229xxxx6 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Barrister |
1515 Market St Suite 1050, Philadelphia, PA 19102 |
|
80046xxxx0 |
bar******@b********.net |
|
|
|
|
5 |
10 |
492 |
|
931 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1886 Bethlehem Pike, Flourtown, PA 19031 |
|
21583xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hyun Enterprises |
3000 Atrium Way Ste 200 Mount Laurel Township, NJ 08054 |
|
85620xxxx6 |
are***@p****************.com |
5 |
11 |
|
|
|
|
870 |
109 |
933 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Planning Advisors |
1196 Chestershire Pl, Pottstown, PA 19465 |
|
61032xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alan Barlow - Ameriprise Financial Services |
2250 Hickory Rd Ste 110 Plymouth Meeting, PA 19462 |
|
61082xxxx6 |
ala**********@a***.com |
|
|
|
|
|
|
1048 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Penn Investment Advisors |
107 Floral Vale Blvd Yardley, PA 19067 |
|
26751xxxx3 |
gmc******@p***********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
James Schmidt - Financial Advisor, Ameriprise Financial Services |
101 W Elm St Ste 610, Conshohocken, PA 19428 |
|
48453xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
481 W Germantown Pike, Plymouth Meeting, PA 19462 |
|
61082xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kalani Fontana Financial Group - Ameriprise Financial Services |
1000 Atrium Way Ste 400 Mt Laurel, NJ 08054 |
|
85635xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
133 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
222 E Main St, Collegeville, PA 19426 |
|
61048xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Seth Gansman - Ameriprise Financial Services |
790 Penllyn Blue Bell Pike Ste 300 Blue Bell, PA 19422 |
|
21533xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
123 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Global One Financial Services |
1422 W Street Rd Warminster, PA 18974 |
|
26780xxxx2 |
ada*@g***********.com |
4.8 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor Christopher Bryan |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21582xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joseph Civiletti - Financial Advisor, Ameriprise Financial Services |
1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054 |
|
85635xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles Schwab |
200 W Lancaster Ave Wayne, PA 19087 |
|
61025xxxx0 |
acc************@s*****.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JRV Wealth Management Group, LLC |
1515 Market St #1200, Philadelphia, PA 19102 |
|
21585xxxx8 |
day****@j********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
G and J Financial Services |
8325 Stention Ave Ste 207 2B Philadelphia, PA 19150 |
|
48480xxxx3 |
|
4.6 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Massaux Group - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21596xxxx3 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Penn Wealth Advisors |
1790 Yardley Langhorne Rd, Yardley, PA 19067 |
|
21571xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Ferreira - TIAA Wealth Management Advisor |
1835 Market St Ste 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
12 |
90444 |
448 |
91340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Partners Financial Services |
45 Darby Rd Berwyn, PA 19312 |
|
61065xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Terry Jue, CFP®, CRPC®, RFC® - Ameriprise Financial Services, Inc. |
100 N 18th St Suite 750, Philadelphia, PA 19103 |
|
21578xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Family Wealth Concepts |
901 Route 168 Ste 105 Turnersville, NJ 08012 |
|
85622xxxx1 |
car**********@c******.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Captrust Financial Advisors |
Wilmington Wilmington, DE 19801 |
|
30265xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bankers Life and Casualty |
733 State Highway 70 N Evesham, NJ 08053 |
|
85659xxxx6 |
aar************@b**********.com |
|
|
|
|
3 |
369 |
18803 |
1911 |
19084 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Gorman - Financial Advisor, Ameriprise Financial Services |
101 W Elm St Ste 610, Conshohocken, PA 19428 |
|
48453xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Midland National Life Insurance Company |
Upper Gynwedd, PA 19446 |
|
21564xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
163 Route 130 S, Cinnaminson, NJ 08077 |
|
85682xxxx5 |
aar**********@w*********.com |
3.6 |
23 |
|
|
|
|
155223 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Clarifi-Consumer Credit Counseling Service of Delaware Valley |
101 Greenwood Avenue Suite 340 Jenkintown, PA 19046 |
|
21556xxxx5 |
ago*******@c******.org |
5 |
2 |
|
|
4.1 |
36 |
1717 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
George P. Brown Investment Advisors |
190 Bethlehem Pike, Colmar, PA 18915 |
|
21582xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sterling Financial Group |
Villanova, PA 19085 |
|
48468xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor Margaret M Quinn |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Family Financial Services PA |
7319 Rising Sun Ave, Philadelphia, PA 19111 |
|
21543xxxx3 |
fil***@g******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stafford & Paulsworth |
736 Lower State Rd Bldg B North Wales, PA 19454 |
|
21564xxxx0 |
sat******@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FINRA |
1601 Market St #2700, Philadelphia, PA 19103 |
|
21566xxxx0 |
a.-***************@f****.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pitcairn |
165 Township Line Rd Ste 3000 Jenkintown, PA 19046 |
|
80021xxxx5 |
a.b*****@p*******.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Andre Duffie - Ameriprise Financial Advisor |
1521 Concord Pike Ste 203 Wilmington, DE 19803 |
|
30265xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Insight Total Stewardship |
2 Bala Plz Bala Cynwyd, PA 19004 |
|
61066xxxx9 |
sha****@i*******************.com |
|
|
|
|
|
|
116 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lincoln Financial Group |
701 Lee Rd Ste 301 Chesterbrook, PA 19087 |
|
61029xxxx8 |
aar**************@l**.com |
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Holly A Revelas |
601 Walnut St Suite 410W, Philadelphia, PA 19106 |
|
21592xxxx6 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gavin Bobo - Financial Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Michael S Caccavo |
110 E State St Ste 303, Kennett Square, PA 19348 |
|
61067xxxx0 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PMG Advisors |
100 4 Falls Corporate Ctr, W Cnshohocken, PA 19428 |
|
61026xxxx0 |
adl**@p***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John DiPietro - Financial Advisor, Ameriprise Financial Services |
432 Ganttown Rd Ste 108, Sewell, NJ 08080 |
|
85621xxxx0 |
ale**********@a***.com |
|
|
|
|
|
|
195 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
L P L Financial Services |
1303 Delaware Ave Ste 112 Wilmington, DE 19806 |
|
30259xxxx1 |
aar*********@l**.com |
|
|
|
|
|
1 |
19402 |
141 |
20778 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Falcon Royal Investment Management |
8322 Strahle Pl Philadelphia, PA 19111 |
|
|
col****@f********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
OneSource Retirement Advisors |
4 Mystic Ln Malvern, PA 19355 |
|
61025xxxx3 |
fra***@o******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity Financial |
2820 Audubon Village Dr Ste 377 Audubon, PA 19403 |
|
80061xxxx0 |
rcc@f******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Corestates Capital Advisors |
115 Pheasant Run Ste 112, Newtown, PA 18940 |
|
26775xxxx0 |
mil***********@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lisa Markgraf - Ameriprise Financial Services |
161 Washington St Ste 1300 Conshohocken, PA 19428 |
|
61089xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Anthony Cifelli - Financial Advisor, Ameriprise Financial Services |
1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054 |
|
85635xxxx0 |
aci*****@a***.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matthew Missimer - Financial Advisor, Ameriprise Financial Services |
161 Washington St Ste 1300, Conshohocken, PA 19428 |
|
61089xxxx2 |
dia*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jake Szulinski |
676 E Swedesford Rd Ste 165, Wayne, PA 19087 |
|
61054xxxx6 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jaguar Financial Advisors |
17 S Haddon Ave Haddonfield, NJ 08033 |
|
85635xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JRT Pro Sports Management |
114 Mohawk Tr Medford Lakes, NJ 08055 |
|
60969xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Bart Allgeier |
11 E Butler Ave Ambler, PA 19002 |
|
21564xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lincoln Financial Advisors |
1800 Chapel Ave W Cherry Hill, NJ 08002 |
|
85648xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Judy Christis - Ameriprise Financial Advisor |
1000 Germantown Pike Plymouth Greene Alymouth Mtng, PA 19462 |
|
61027xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Centurion Group, LLC |
610 W Germantown Ave Ste 350 Plymouth Meeting, PA 19462 |
|
61083xxxx1 |
bra**@c****************.com |
|
|
|
|
|
|
148 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Radnor Financial Advisors LLC |
485 Devon Park Dr # 119, Wayne, PA 19087 |
|
61097xxxx0 |
aly*********@r**************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CenturyPlus Wealth Management Group - UBS Financial Services Inc. |
1735 Market St 35th Floor, Philadelphia, PA 19103 |
|
80081xxxx8 |
aar*******@u**.com |
|
|
|
|
|
179 |
226118 |
|
236128 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Innovative College Funding Solutions |
74 E Second St Moorestown, NJ 08057 |
|
85623xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Abeer Aasir - TD Wealth Financial Advisor |
148 N Main St, Mullica Hill, NJ 08062 |
|
60947xxxx3 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Leonard Nguyen |
460 Norristown Rd Ste 310 Mutual of Omaha Blue Bell, PA 19422 |
|
21539xxxx1 |
aar*********@m************.com |
|
|
|
|
|
94 |
144535 |
1439 |
149933 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stonehenge Advisor Group |
643 Bridge St Schwenksville, PA 19473 |
|
61028xxxx9 |
|
4.8 |
9 |
|
|
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James -The Page Group |
165 Township Line Rd Ste 1500 Jenkintown, PA 19046 |
|
21588xxxx3 |
dan**********@r***********.com |
|
|
|
|
|
|
80 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles Schwab |
105 Mall Link Road, Moorestown, NJ 08057 |
|
85691xxxx0 |
|
4 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ssg Capital Advisors |
300 Barr Harbor Dr Conshohocken, PA 19428 |
|
61094xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Steve Suib |
630 Freedom Business Center Dr Fl 3 King of Prussia, PA 19406 |
|
61076xxxx9 |
inf*@r***************.net |
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John Oakes - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx3 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Singer Financial Corporation |
1708 Locust St, Philadelphia, PA 19103 |
|
21589xxxx2 |
aar**********@w*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bottalico Financial Group |
901 Lincoln Dr W Ste 304 Marlton, NJ 08053 |
|
85627xxxx3 |
hel**@m*****************.com |
5 |
5 |
|
|
|
|
226 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Harrison Group |
3 Raymond Dr Ste 201 Havertown, PA 19083 |
|
61085xxxx5 |
aha******@t*********************.com |
2.5 |
8 |
|
|
|
|
155 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Safe Money Resource |
105 Evesboro Medford Rd Marlton, NJ 08053 |
|
80079xxxx1 |
bre**@s****************.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Betz & Associates - Ameriprise Financial Services |
1 Righter Pkwy Ste 250 Wilmington, DE 19803 |
|
30265xxxx3 |
dan********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Modern Wealth Concepts |
261 Old York Rd Ste 735 Jenkintown, PA 19046 |
|
21578xxxx7 |
cam***********@m*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diversified |
2200 Concord Pike Ste 104 Wilmington, DE 19803 |
|
30276xxxx0 |
and***@d*************.com |
5 |
3 |
|
|
|
|
885 |
141 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TIAA Financial Services |
3737 Chestnut St Ste 300 Philadelphia, PA 19104 |
|
80046xxxx8 |
acc******************@t***.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Allied Financial Advisors |
3 Terry Dr Ste 201A Newtown, PA 18940 |
|
21587xxxx2 |
67c*************************************@w*****************.com |
|
|
|
|
|
|
14 |
2 |
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Newbridge Wealth Management |
1055 Westlakes Dr Ste 300 Berwyn, PA 19312 |
|
61072xxxx0 |
bri**@n**************.com |
|
|
|
|
5 |
7 |
217 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kenneth W Del Goleto - Ameriprise Financial Services |
743 Pike Springs Rd Phoenixville, PA 19460 |
|
48430xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sean Gold - Financial Advisor, Ameriprise Financial Services, LLC |
100 N 18th St Ste 750, Philadelphia, PA 19103 |
|
21578xxxx2 |
ani*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brendan Dooley - Financial Services |
610 Freedom Business Ctr Dr Ste 230 King of Prussia, PA 19406 |
|
61099xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Lori A Hoppmann |
1099 General Knox Rd Ste 1a, Washington Crossing, PA 18977 |
|
21530xxxx9 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blake P. Epstein - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx5 |
the********************@r**.com |
|
|
|
|
|
|
12403 |
|
12719 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lighthouse Financial |
501 Silverside Rd Ste 117, Wilmington, DE 19809 |
|
30235xxxx0 |
fro******@m********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
2 |
Hewins Financial Advisors |
1717 Arch St Ste 750, Philadelphia, PA 19103 |
|
61056xxxx0 |
a-l@w**************.com |
|
|
|
|
|
|
5957 |
50 |
6737 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chantel's Financial Services |
Mantua Township, NJ 08051 |
|
80224xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Financial Advisor |
1051 County Line Rd Southampton, PA 18966 |
|
26728xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
583 Mantua Pike, Woodbury, NJ 08096 |
|
85684xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TVF Financial Services |
Folsom, PA 19033 |
|
30249xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Piedmont Investment Advisors |
108 Weston Dr, Cherry Hill, NJ 08003 |
|
85652xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1636 Kings Hwy N, Cherry Hill, NJ 08034 |
|
85679xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Liberty One Wealth Advisors |
2001 Market St #2500, Philadelphia, PA 19103 |
|
21560xxxx6 |
gdi********@l***************.com |
5 |
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Waddell & Reed |
1010 Stony Hill Rd Ste 250 Yardley, PA 19067 |
|
21586xxxx0 |
6d3*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Daniel White - Ameriprise Financial Services |
168 W Ridge Pike Ste 202 Limerick, PA 19468 |
|
61082xxxx9 |
amb**********@a***.com |
|
|
|
|
|
|
184 |
|
202 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GE Insurance for Life |
10 West Rd Ste 1010 Newton, PA 18940 |
|
21542xxxx5 |
gle**@g*****************.com |
5 |
58 |
|
|
5 |
59 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kevin D Sporer - Financial Advisor, Ameriprise Financial Services |
525 Route 73 N Ste 303, Marlton, NJ 08053 |
|
60965xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stewardship Financial Services - Ameriprise Financial Services |
617A Station Ave Haddon Hgts, NJ 08035 |
|
85661xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
194 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grace Financial Advisors LLC |
111 Brookside Rd, Newtown Square, PA 19073 |
|
61035xxxx0 |
tim@g*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First American Financial - Ameriprise Financial Services |
100 Centre Blvd Ste F Marlton, NJ 08053 |
|
85698xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Francis Warner Jr - Ameriprise Financial Services |
525 Route 73 N Ste 303 Marlton, NJ 08053 |
|
60965xxxx0 |
cat*******************@a***.com |
|
|
|
|
|
|
127 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bryn Mawr Trust Company |
10 South Bryn Mawr Ave Ste 200 Hershey, PA 17033 |
|
71753xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity Investments |
230 N Maple Ave Evesham, NJ 08053 |
|
85698xxxx7 |
aar********@f*******.com |
4.1 |
23 |
|
|
|
|
312480 |
|
327446 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Advisors |
301 Stonybrook Dr West Norriton, PA 19403 |
|
61063xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Berlin - TD Wealth Financial Advisor |
3930 Woodhaven Rd 2nd Fl, Philadelphia, PA 19154 |
|
26740xxxx6 |
ank********@t*.com |
|
|
|
|
|
|
837487 |
2767 |
839357 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gwynedd Wealth Partners, LLC |
600 W Germantown Pike Suite 400, Plymouth Meeting, PA 19462 |
|
61094xxxx7 |
inf*@g********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Insurance You Keep |
201 E. Gay Street Suite 333 West Chester, PA 19380 |
|
61094xxxx1 |
joe******@i***************.com |
5 |
30 |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Main Line Financial Advisors |
110 N Phoenixville Pike Ste 300 Malvern, PA 19355 |
|
61058xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tiffany Hutchins - TD Wealth Financial Advisor |
6 Grove St, Cherry Hill, NJ 08002 |
|
85668xxxx0 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5th Street Financial LLC |
2430 Kensington Ave, Philadelphia, PA 19125 |
|
21563xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Topkis Financial Advisors |
910 Foulk Rd Ste 100 Wilmington, DE 19803 |
|
30265xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
David A Dzendzel - Ameriprise Financial Services |
610 Freedom Business Center Dr Ste 230 King of Prussia, PA 19406 |
|
61062xxxx5 |
dav*************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
99 N Haddon Ave, Haddonfield, NJ 08033 |
|
85679xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Travis O'Connor - Financial Advisor, Ameriprise Financial Services |
2070 Butler Pike, Plymouth Meeting, PA 19462 |
|
61039xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
746 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Eric Kelman - Ameriprise Financial Services |
2070 Butler Pike Plymouth Meeting, PA 19462 |
|
61039xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
746 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Daniel Scribner - Ameriprise Financial Services |
3520 Silverside Rd Ste 27 Wilmington, DE 19810 |
|
30247xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Abeer Aasir - TD Wealth Financial Advisor |
700 Delsea Dr N, Glassboro, NJ 08028 |
|
60947xxxx3 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Adam Wisniowski - Associate Financial Advisor, Ameriprise Financial Services, LLC |
100 N 18th St Ste 750, Philadelphia, PA 19103 |
|
21530xxxx0 |
ada************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DRC Financial Services |
4006 Skippack Pike Skippack, PA 19474 |
|
61058xxxx0 |
dcr********@i****.com |
|
|
|
|
|
|
73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First World Financial LLC |
424 Wharton St, Philadelphia, PA 19147 |
|
21555xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kevin J Niemiec Financial Services |
1000 Germantown Pike Ste H1 Plymouth Meeting, PA 19462 |
|
16102xxxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tritium Private Wealth Strategies |
2011 Renaissance Blvd Ste 210 King of Prussia, PA 19406 |
|
48437xxxx6 |
ahu****@t**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Protection Strategies |
1950 Street Rd Ste 319 Bensalem, PA 19020 |
|
21524xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Leimberg & Leclair |
144 W Eagle Rd Havertown, PA 19083 |
|
61092xxxx5 |
bil****@l*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jennifer E Raynor |
33 W Ridge Pike Ste 633 Royersford, PA 19468 |
|
61040xxxx8 |
a.j*********@e**********.com |
|
|
|
|
|
22 |
82572 |
|
92586 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
New Jersey Citizen Action |
1040 Kings Hwy Ste 308 Cherry Hill, NJ 08034 |
|
85696xxxx1 |
ada*@n**************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M C Wealth Management, LLC |
325 Chestnut St #510, Philadelphia, PA 19106 |
|
21592xxxx1 |
jlw@m*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shona R Furman - Primerica |
175 Strafford Ave Ste 1 Wayne, PA 19087 |
|
21591xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Market Street Financial Group |
999 W Chester Pike Ste 202 West Chester, PA 19382 |
|
61069xxxx0 |
cla******@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
North Star Retirement Advisors |
101 Hampton Dr Ste 100 Bucks, PA 19047 |
|
21527xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ruotolo Spewak & Co |
101 Chestnut Ave Mount Laurel, NJ 08054 |
|
85627xxxx2 |
ang******@r****.com |
5 |
2 |
|
|
5 |
8 |
209 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Justin Pohlig - Ameriprise Financial Services |
855 Springdale Dr Ste 100 Exton, PA 19341 |
|
48487xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
James J Newhard, CPA |
4 Beryl Rd Ste 1B Paoli, PA 19301 |
|
61029xxxx1 |
jim@j*****.com |
5 |
8 |
|
|
|
|
186 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crystal Clear Credit Solutions |
Bala Cynwyd, PA 19004 |
|
61071xxxx5 |
fix********@c******************.com |
5 |
9 |
|
|
5 |
7 |
210 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: John B Castner, AAMS |
933 Pike Springs Rd, Phoenixville, PA 19460 |
|
61091xxxx8 |
a.j*********@e**********.com |
4 |
4 |
|
|
|
22 |
78879 |
|
87174 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Santiago Financial Services |
300 E Eleanor St Philadelphia, PA 19120 |
|
21532xxxx0 |
|
4 |
2 |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jason Betz - Ameriprise Financial Services |
1 Righter Pkwy Ste 250 Wilmington, DE 19803 |
|
30248xxxx9 |
den***********@a***.com |
|
|
|
|
|
|
78 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fico Score Freedom |
Philadelphia, PA 19120 |
|
80068xxxx0 |
x22***@m************.business |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pat Trauger - Financial Advisor, Ameriprise Financial Services |
6444 Lower York Rd, New Hope, PA 18938 |
|
21586xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Equitable Advisors |
210 Lake Dr E, Cherry Hill, NJ 08002 |
|
85638xxxx2 |
ala********@e********.com |
|
|
|
|
|
2 |
51741 |
|
52121 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DiPietro Financial Group - Ameriprise Financial Services |
432 Ganttown Rd Ste 108 Sewell, NJ 08080 |
|
85621xxxx0 |
ale**********@a***.com |
|
|
|
|
|
|
198 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
6 N Macdade Blvd, Glenolden, PA 19036 |
|
61058xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edit Your Credit, LLC |
117 West Gay St Ste 216 West Chester, PA 19380 |
|
87782xxxx9 |
nea********@e*************.com |
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Benefit Concepts |
109 N Haddon Ave Haddonfield, NJ 08033 |
|
85642xxxx0 |
ann*@b******.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cardinal Wealth Group |
900 Kings Hwy N Ste 201 Cherry Hill, NJ 08034 |
|
60936xxxx0 |
57a*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Maverick Partners Wealth Management |
305 Fellowship Rd Ste 105 Room 100 Mount Laurel, NJ 08054 |
|
85629xxxx9 |
dan*****@m*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Advisors |
1706 N Scott St Apt 1 Wilmington, DE 19806 |
|
30265xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Henry L Williams Jr - Financial Advisor, Ameriprise Financial Services |
525 Route 73 N Ste 303, Marlton, NJ 08053 |
|
60965xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
82 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Berlin - TD Wealth Financial Advisor |
9996 Haldeman Ave, Philadelphia, PA 19115 |
|
26740xxxx6 |
add********************@t*.com |
|
|
|
|
|
583 |
849583 |
5199 |
853175 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Valley Financial Group |
380 Red Lion Rd Ste 1 Huntingdon Valley, PA 19006 |
|
21594xxxx0 |
adm***********@v**************.com |
3.5 |
23 |
|
|
|
|
160 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Valley Forge Wealth Management |
401 Stony Run Rd Spring City, PA 19475 |
|
61079xxxx0 |
cba***@v****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Staudenmayer - Ameriprise Financial Services |
855 Springdale Dr Ste 100 Exton, PA 19341 |
|
61059xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MOR Wealth Management |
1801 Market St, Philadelphia, PA 19103 |
|
26793xxxx0 |
amy***************@m****.com |
|
|
|
|
|
|
78 |
|
81 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jeff Revak |
1790 Yardley Langhorne Rd Ste 106 Yardley, PA 19067 |
|
21549xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
22 |
82572 |
|
92586 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bryn Mawr Abstract |
10 Campus Blvd Newtown Square, PA 19073 |
|
61035xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor Todd C Hilinski |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Justin Katz |
505 Deerfield Ct Blue Bell, PA 19422 |
|
61024xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
21 |
82708 |
|
92750 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Richard T. Suro Associates |
333 N Oxford Valley Rd Ste 508 Fairless Hills, PA 19030 |
|
21594xxxx4 |
rsu**@l****************.com |
|
|
|
|
|
|
405468 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GWH Advisors & Accountants |
16 N State St Newtown, PA 18940 |
|
21596xxxx8 |
inf*@g********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Deborah Rounick - Ameriprise Financial Services |
161 Washington St Ste 1300 Conshohocken, PA 19428 |
|
61089xxxx6 |
ale***************@a***.com |
|
|
|
|
|
|
132 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Waddell & Reed |
800 Delaware Ave Ste 810 Wilmington, DE 19801 |
|
30265xxxx8 |
6d3*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jong S. Oh-Professional Insurance & Financial Services |
653 Skippack Pike Ste 111 Blue Bell, PA 19422 |
|
21528xxxx1 |
hpa**@o*****.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Voya Financial Advisors |
1800 John F Kennedy Blvd #300, Philadelphia, PA 19103 |
|
21539xxxx9 |
jus**********@c***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Health Group |
333 City Ave STE 300, Bala Cynwyd, PA 19004 |
|
61066xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bee's Credit Solutions |
443 W Girard Ave Ste 3B Philadelphia, PA 19123 |
|
26740xxxx3 |
con****@b******************.com |
4.8 |
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Andrew J Sheridan |
422 Exton Cmns, Exton, PA 19341 |
|
61028xxxx8 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Deborah Rounick - Financial Advisor, Ameriprise Financial Services |
161 Washington St Ste 1300, Conshohocken, PA 19428 |
|
61089xxxx6 |
and****************@a***.com |
|
|
|
|
|
|
132 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Plug |
Philadelphia, PA 19136 |
|
91755xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Steven Weisz - Financial Advisor, Ameriprise Financial Services, LLC |
5 E Germantown Pike, Plymouth Meeting, PA 19462 |
|
61094xxxx3 |
ari*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Don Delmonte - Financial Advisor, Ameriprise Financial Services |
100 Centre Blvd Ste F, Marlton, NJ 08053 |
|
85698xxxx3 |
den**********@a***.com |
|
|
|
|
|
|
184 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Haverford Trust Company |
3 Radnor Corporate Ctr Radnor, PA 19087 |
|
61099xxxx0 |
ade********@h***************.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RockCrest Financial |
5 S Main St Ste A Williamstown, NJ 08094 |
|
85669xxxx8 |
a44*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CT Financial Advisors |
330 Kennett Pike, Mendenhall, PA 19357 |
|
61038xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Key Financial |
1045 Andrew Dr Ste A West Chester, PA 19380 |
|
61042xxxx0 |
ber*******@k**************.com |
4.3 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Compre Services |
1213 W Main St Norristown, PA 19401 |
|
61027xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Daniel McDevitt - Ameriprise Financial Services |
610 Freedom Business Ctr Dr Ste 230 King of Prussia, PA 19406 |
|
61099xxxx0 |
dan**************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Bob Bennett |
1122 Street Rd Ste 206, Southampton, PA 18966 |
|
21566xxxx9 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Andreacchio - Private Wealth Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
622 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Philadelphia Legacy Team - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx1 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx0 |
ale*********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bridgeforce |
225 Wilmington W Chester Pike Ste 202 Chadds Ford, PA 19317 |
|
48420xxxx3 |
ado****@b**********.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Services |
4234 Carteret Dr, Philadelphia, PA 19114 |
|
26734xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Terence Kita - Ameriprise Financial Services |
400 Cresson Blvd Ste 106 Phoenixville, PA 19456 |
|
48439xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity Investments |
501 Route 73 S Ste A Marlton, NJ 08053 |
|
85681xxxx5 |
a61****@f*******.com |
4.1 |
23 |
1 |
1 |
|
|
312412 |
|
327379 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JFS Wealth Advisors |
1055 Westlakes Dr Fl 3 Berwyn, PA 19312 |
|
61032xxxx0 |
ada****@j****.com |
|
|
|
|
|
|
409 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Advisory Group |
1055 Westlakes Dr Ste 130 Berwyn, PA 19312 |
|
61022xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DeCesare Retirement Specialists |
1515 Market St #1200, Philadelphia, PA 19102 |
|
85623xxxx0 |
inf*@d*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Southwick James E Financial Advisor |
900 State Highway 168 N Sewell, NJ 08080 |
|
85637xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Life Planning, LLC |
10000 Lincoln Dr E Ste 201 Marlton, NJ 08053 |
|
85698xxxx0 |
dtr****@f*********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Callahan - Ameriprise Financial Services |
5 E Germantown Pike Plymouth Meeting, PA 19462 |
|
61083xxxx9 |
ari*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles C Leonard Jr - Ameriprise Financial Services |
701A Route 73 S Ste 405 Marlton, NJ 08053 |
|
60367xxxx9 |
cha************@a***.com |
|
|
|
|
|
|
166 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
955 Chesterbrook Blvd Ste 320, Chesterbrook, PA 19087 |
|
61064xxxx0 |
a.b@w*****************.com |
|
|
|
|
|
69 |
189675 |
|
190829 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ian Gallagher - Financial Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GK Services |
5222 Torresdale Ave Philadelphia, PA 19124 |
|
21561xxxx4 |
pfy******@w******************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Richard J Landgreen Financial Advisor |
70 W Oakland Ave, Doylestown, PA 18901 |
|
21534xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tompkins Community Bank |
998 Dekalb Pike Blue Bell, PA 19422 |
|
61027xxxx1 |
cus*********@t****************.com |
5 |
2 |
|
|
|
|
11274 |
30 |
10912 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Cmt |
200 Lake Dr E Ste 204 Cherry Hill, NJ 08002 |
|
85679xxxx1 |
1a8*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
James Notarianni - Financial Advisor, Ameriprise Financial Services, LLC |
1418 S 13th St FL 2, Philadelphia, PA 19147 |
|
21570xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christy H. Neill, CFP, Ameriprise Financial Services. |
254 E Girard Ave Suite 1, Philadelphia, PA 19125 |
|
21598xxxx0 |
all*************@a***.com |
|
|
|
|
|
|
457 |
|
479 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Credit Revive |
Willingboro, NJ 08046 |
|
85632xxxx4 |
3d@**w.creditrevive |
|
|
|
|
|
|
7655 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thrive Financial Services |
1015 Virginia Dr Ste 210 Fort Washington, PA 19034 |
|
80051xxxx1 |
and************@t**********************.com |
3.3 |
12 |
1 |
2 |
|
|
1317 |
52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Conestoga Capital Advisors |
259 N Radnor Chester Rd Ste 120, Wayne, PA 19087 |
|
48465xxxx6 |
aba**************@c***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Copper Beech Advisors |
5 Great Valley Pkwy Ste 210 Malvern, PA 19355 |
|
61064xxxx4 |
inf*@c******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1242 Bristol Pike, Bensalem, PA 19020 |
|
21524xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rassler Financial |
230 S Broad St 17th floor, Philadelphia, PA 19102 |
|
21554xxxx6 |
nic******@s*******.com |
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Justin DiPasquale - Ameriprise Financial Services |
2250 Hickory Rd Ste 110 Plymouth Meeting, PA 19462 |
|
61082xxxx6 |
dns*****@a***.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Denville Loney - TD Wealth Financial Advisor |
2900 W Moreland Rd, Willow Grove, PA 19090 |
|
21538xxxx1 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freedom Financial Group |
790 E Market St Ste 385 West Chester, PA 19382 |
|
61059xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wescott Financial Advisory Group LLC |
30 S 17th St 4th Floor, Philadelphia, PA 19103 |
|
21597xxxx0 |
abe****@w******.com |
|
|
|
|
|
|
144 |
2 |
167 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidem Advisors |
14 Elliott Ave, Bryn Mawr, PA 19010 |
|
48438xxxx6 |
sfi*********@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Strategic Planning and Insurance Advisors |
1501 Lower State Rd Ste 110 North Wales, PA 19454 |
|
26757xxxx1 |
inf*@s**************.com |
5 |
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blessing Financial |
225 S Church St Ste 304 West Chester, PA 19382 |
|
61043xxxx7 |
bru******************@b****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prudential Financial |
136 S Broad St Woodbury, NJ 08096 |
|
85638xxxx0 |
a.w*****@p*********.com |
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Drexel Morgan Capital Advisors |
101 E Matsonford Rd, Conshohocken, PA 19428 |
|
61097xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Estate & Pension Advisory Board |
1415 Rte 70 E Cherry Hill Plz Cherry Hill, NJ 08034 |
|
85685xxxx0 |
gsa*******@e******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matthew Repko - Ameriprise Financial Services |
456 Germantown Pike Lafayette Hill, PA 19444 |
|
48453xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Berlin - TD Wealth Financial Advisor |
1726 Walnut St, Philadelphia, PA 19103 |
|
26740xxxx6 |
and*************@t*.com |
|
|
|
|
|
|
849583 |
5199 |
853175 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lee Giobbie - Ameriprise Financial Services |
617A Station Ave Haddon Hgts, NJ 08035 |
|
85661xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
283 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fairmount Capital Advisors Inc |
1435 Walnut St # 300, Philadelphia, PA 19102 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mercer Advisors |
3520 Silverside Rd Ste 25 Wilmington, DE 19810 |
|
30277xxxx7 |
aar********@m*************.com |
|
|
|
|
|
|
2667 |
27 |
2721 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
eMoney Advisor |
4 Radnor Corporate Ctr Ste 300, Radnor, PA 19087 |
|
88836xxxx2 |
adv*********@e************.com |
3 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McCarthy & Company |
492 Norristown Rd Ste 160 Blue Bell, PA 19422 |
|
61082xxxx0 |
and*********@m*******.cpa |
5 |
2 |
|
|
|
|
229 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Physicians Private Client Group |
600 W Germantown Pike Ste 400 Plymouth Meeting, PA 19462 |
|
61094xxxx3 |
inf*@p**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Liberty Wealth Management Group - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx2 |
acm***********@m************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Principal |
550 E Swedesford Rd Ste 140 Wayne, PA 19087 |
|
48465xxxx0 |
a@p********.com |
|
|
|
|
|
|
232 |
3 |
234 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Andrew F Mineo |
1016 Laurel Oak Rd Ste 6, Voorhees, NJ 08043 |
|
85625xxxx7 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Glenn Palmitessa - Ameriprise Financial Services |
2250 Hickory Rd Ste 110 Plymouth Meeting, PA 19462 |
|
61082xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
1048 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lyndsey Berry - Financial Advisor, Ameriprise Financial Services, LLC |
100 N 18th St Ste 750, Philadelphia, PA 19103 |
|
21530xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sterling Investment Advisors |
1055 Westlakes Dr Ste 150, Berwyn, PA 19312 |
|
61056xxxx0 |
cro****@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Care Financial Advisors |
900 Haddon Ave Ste 204 Collingswood, NJ 08108 |
|
85685xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dan Sierchio - Ameriprise Financial Services |
921B N Bethlehem Pike Ste 301 Lower Gwynedd, PA 19002 |
|
26746xxxx3 |
dns*****@a***.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Henry Han - Financial Advisor, Ameriprise Financial Services |
790 Penllyn Blue Bell Pike Ste 300, Blue Bell, PA 19422 |
|
61083xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Corio & Associates |
744 W Lancaster Ave Ste 235 Wayne, PA 19087 |
|
61029xxxx2 |
ant**********@c**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Handwerk Wealth Advisory |
Philadelphia, PA 19106 |
|
21523xxxx2 |
con******@h**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Beacon Bridge Wealth Partners - Ameriprise Financial Services |
101 W Elm St Ste 610 Conshohocken, PA 19428 |
|
48453xxxx0 |
bea***********************@a***.com |
|
|
|
|
|
|
320 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
My Life Broker |
3650 1/2 Silverside Rd Wilmington, DE 19810 |
|
30247xxxx8 |
inf*@m***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joe Pisko - Ameriprise Financial Services |
1105 Laurel Oak Rd Ste 154 Voorhees, NJ 08043 |
|
85678xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Retirement-Toolbox LLC |
240 Regina St Philadelphia, PA 19116 |
|
80095xxxx8 |
bru*********@g****.com |
|
|
|
|
|
|
120 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Elena M Sickles |
1061 Dekalb Pike Ste 101, Blue Bell, PA 19422 |
|
61028xxxx0 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lisa Policare - Financial Advisor, Ameriprise Financial Services |
6444 Lower York Rd, New Hope, PA 18938 |
|
21586xxxx0 |
ama***@t******.com |
|
|
|
|
|
|
219 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Structured Asset Management |
1205 Westlakes Dr Ste 370 Berwyn, PA 19312 |
|
61064xxxx0 |
inf*@a***********.com |
|
|
|
|
|
|
125 |
1 |
146 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Greg Rosen - Financial Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
622 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The SE Group: Retirement Plan Advisors |
Warminster, PA 18974 |
|
21562xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trenton Merchant Processing Solutions |
101 W State St Trenton, NJ 08608 |
|
60928xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mariner Wealth Advisors |
410 Foulk Rd Suite 200A Wilmington, DE 19803 |
|
30276xxxx6 |
aal*************@m********************.com |
|
|
|
|
|
|
3843 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mariusz Misiec - Financial Advisor, Ameriprise Financial Services, LLC |
1427 Spruce St #4, Philadelphia, PA 19102 |
|
21554xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McAdam Financial |
1880 John F Kennedy Blvd Suite #1600, Philadelphia, PA 19103 |
|
88861xxxx3 |
aar**@m*******.com |
2.8 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Creekside Advisors Inc |
402 S Feathering Ln, Media, PA 19063 |
|
61089xxxx1 |
inf*@c****************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Corporate Advisory Solutions, LLC |
2001 Market St Suite 2500, Philadelphia, PA 19103 |
|
21571xxxx9 |
aba****@c********************.com |
|
|
|
|
|
|
117 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Bank |
70 Buckwalter Rd Ste 1150 Limerick, PA 19468 |
|
61094xxxx0 |
aar**********@w*********.com |
2.3 |
16 |
3 |
4 |
|
16 |
1134547 |
|
1154685 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tristate Financial Advisors |
100 S Broad St Suite 1801, Philadelphia, PA 19110 |
|
21566xxxx2 |
inf*@f********.com |
4.9 |
40 |
|
|
|
|
388 |
27 |
438 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prudent Management Associates |
2001 Market St UNIT 3910, Philadelphia, PA 19103 |
|
21599xxxx2 |
bro*******@p****************.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matthew Mc Menamy - Ameriprise Financial Services |
1 Righter Pkwy Ste 250 Wilmington, DE 19803 |
|
30265xxxx3 |
dan*************@a***.com |
|
|
|
|
|
|
103 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor Todd M. Roth |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Patrick T Wayman - Ameriprise Financial Services |
5 E Germantown Pike Plymouth Meeting, PA 19462 |
|
61094xxxx0 |
ari*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Concordia Financial Group Inc |
1515 SEPTA Market-Frankford Line # 1700, Philadelphia, PA 19102 |
|
21556xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sean Pearson - Ameriprise Financial Services |
161 Washington St Ste 1300 Conshohocken, PA 19428 |
|
61089xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
179 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nick Sarlo - TD Wealth Financial Advisor |
101 Haddonfield Rd, Cherry Hill, NJ 08002 |
|
60970xxxx9 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nancy Findlay - Private Wealth Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
622 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Campisi Financial Network |
1036 Valley Forge Rd Norristown, PA 19403 |
|
61063xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paramount Financial Advisors Inc |
10116a Valley Forge Cir, King Of Prussia, PA 19406 |
|
61078xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1200 E Lancaster Ave, Bryn Mawr, PA 19010 |
|
61052xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TL Ventures |
435 Devon Park Dr Bldg 700 Wayne, PA 19087 |
|
61097xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Envision Wealth Advisors |
480 Pennbrook Pkwy Lansdale, PA 19446 |
|
26764xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grace Hope Educational Consulting |
999 West Chester Pike Ste B5 West Chester, PA 19382 |
|
50971xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Doug Albert |
Bryn Mawr, PA 19010 |
|
61065xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
360 Credit Hero |
Philadelphia, PA 19124 |
|
26735xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Sean Downey |
751 Route 73 N Ste 8, Marlton, NJ 08053 |
|
85633xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Steven W Smith |
305 Creek Crossing Blvd Hainesport, NJ 08036 |
|
60926xxxx3 |
a.j*********@e**********.com |
5 |
6 |
|
|
|
|
156 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Plan Advisors |
234 Rock Hill Rd Bala Cynwyd, PA 19004 |
|
61066xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Robert Hall |
100 Straube Center Blvd Ste 201, Pennington, NJ 08534 |
|
60930xxxx8 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sean Michael Pearson - Financial Advisor, Ameriprise Financial Services |
161 Washington St Ste 1300, Conshohocken, PA 19428 |
|
61089xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
179 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Expertise |
1200 Bustleton Pike, Feasterville-Trevose, PA 19053 |
|
21535xxxx0 |
rsg@f*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Johnson Kendall & Johnson |
109 Pheasant Run Newtown, PA 18940 |
|
21596xxxx1 |
abr***********@j**.com |
4.4 |
5 |
|
|
|
|
408 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Montrose Park Advisors |
150 N Radnor-chester Rd Ste F-200 Radnor, PA 19087 |
|
61097xxxx2 |
dyo**@m*******************.com |
|
|
|
|
|
|
802 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Michael Pironti |
1061 Dekalb Pike Ste 101 Blue Bell, PA 19422 |
|
61027xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
82922 |
|
87173 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jennifer MacKerchar - Ameriprise Financial Services |
101 W Elm St Ste 610 Conshohocken, PA 19428 |
|
61083xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Retirement Tax Pro |
1521 Concord Pike Ste 301 Wilmington, DE 19803 |
|
48488xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Legacy Financial Services Group |
2300 E Lincoln Hwy Ste 100 Langhorne, PA 19047 |
|
21570xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gallagher Insurance, Risk Management & Consulting |
100 Matsonford Rd Ste 100 Radnor, PA 19087 |
|
61023xxxx0 |
alb*************@a**.com |
|
|
|
|
|
|
3480 |
|
5028 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bowen Asset Management |
913 Roundelay Ln West Chester, PA 19382 |
|
61079xxxx1 |
inf*@b*********.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Flackable |
1500 Locust St #2115, Philadelphia, PA 19102 |
|
86622xxxx0 |
and***@f********.com |
3.8 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McAdam LLC - Frances Nicoletti |
1880 John F Kennedy Blvd #1600, Philadelphia, PA 19103 |
|
21539xxxx1 |
aar**@m*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriwealth Retirement Services |
101 E Moreland Ave Ste 102 Hatboro, PA 19040 |
|
21544xxxx4 |
aca***********************@a************.com |
|
|
|
|
|
|
110 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Concordia Financial Group |
1650 Market St, Philadelphia, PA 19103 |
|
26767xxxx4 |
as@c**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Financial Advisors |
1650 Market St Fl 42, Philadelphia, PA 19103 |
|
21585xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
|
Claritas Financial Partners |
1 Holtec Dr Ste 101 Marlton, NJ 08053 |
|
60988xxxx9 |
bly**@c*********.com |
|
|
|
|
|
|
178 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nicole E Magnusson - Financial Advisor, Ameriprise Financial Services |
5195 W Woodmill Dr Ste 27, Wilmington, DE 19808 |
|
30299xxxx6 |
bet***********@a***.com |
|
|
|
|
|
|
457 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MassMutual Greater Philadelphia |
2 Bala Plaza Suite 901, Bala Cynwyd, PA 19004 |
|
61076xxxx0 |
bha******@m*********.com |
3.7 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Frank Esposto - Morgan Stanley Financial Advisor |
1650 Market St Fl 42, Philadelphia, PA 19103 |
|
21596xxxx1 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Cherry Hill |
1000 Main St Ste 201 Voorhees Township, NJ 08043 |
|
85648xxxx0 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Andy Hunt |
325 W State St, Media, PA 19063 |
|
61022xxxx9 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
HBKS Wealth Advisors |
1760 Market St Ste 904 Philadelphia, PA 19103 |
|
12157xxxxx0 |
aga**@h*********.com |
|
|
|
|
|
|
275 |
45 |
285 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
M T N Financial Advisors |
1495 Alan Wood Rd Norristown, PA 19401 |
|
48453xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joseph DeMarco - Ameriprise Financial Services |
1000 Atrium Way Ste 401 Mount Laurel, NJ 08054 |
|
85635xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ashford Capital Management |
1 Walkers Mill Rd Wilmington, DE 19807 |
|
30265xxxx0 |
a.g*******@a*************.com |
|
|
1 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward R. Plachter - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx8 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jaskol Asset Advisors |
1307 Staffordshire Professional B, Voorhees, NJ 08043 |
|
85678xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
217 W Baltimore Ave, Media, PA 19063 |
|
61089xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McCloskey Financial Group |
115 Bloomingdale Ave Wayne, PA 19428 |
|
61050xxxx0 |
and***@m**********.com |
|
|
|
|
|
|
25 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1301 Nixon Dr, Moorestown, NJ 08057 |
|
85627xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pham & Associates |
698 Adams Ave Philadelphia, PA 19120 |
|
21528xxxx0 |
|
1.7 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pine Valley Investments |
10 E Stow Rd Ste 200 Marlton, NJ 08053 |
|
85633xxxx0 |
ava****@p********************.com |
5 |
2 |
1 |
1 |
5 |
14 |
292 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
James D. Travis Jr., CFP - UBS Financial Services Inc. |
1735 Market Street Mellon Bank Center, Philadelphia, PA 19103 |
|
21549xxxx2 |
ade*********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Hartnett - Ameriprise Financial Services |
161 Washington St Ste 1300 Conshohocken, PA 19428 |
|
61082xxxx5 |
ale***************@a***.com |
|
|
|
|
|
|
166 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MICHAEL F MORALES |
Horsham, PA 19044 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Maria Merced - Financial Advisor, Ameriprise Financial Services |
1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054 |
|
85635xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1120 W Chester Pike, Havertown, PA 19083 |
|
61078xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Care Financial Advisors Inc - CLOSED |
423 S 17th St, Philadelphia, PA 19146 |
|
12155xxxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Legal Claimant Services |
640 Freedom Business Ctr Fl 6 King of Prussia, PA 19406 |
|
88887xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2240 Butler Pike, Plymouth Meeting, PA 19462 |
|
88880xxxx7 |
a-p*************@w*****************.com |
|
|
|
|
|
64 |
189255 |
|
190450 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Joshua H Coupe |
501 Silverside Rd Ste 124 Wilmington, DE 19809 |
|
30279xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
22 |
82572 |
|
92586 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tompkins Community Bank |
One Belmont Ave Ste 105 Bala Cynwyd, PA 19004 |
|
61066xxxx8 |
car*****@v*******.com |
5 |
2 |
|
|
|
12 |
11323 |
34 |
11020 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hickory Pointe Financial Group - Ameriprise Financial Services |
2250 Hickory Rd Ste 110 Plymouth Meeting, PA 19462 |
|
61082xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
1048 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America |
1409 Astor St Norristown, PA 19401 |
|
61027xxxx6 |
aad********@s****************.com |
|
|
|
|
|
|
1287 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ellen Robinson - Financial Advisor, Ameriprise Financial Services |
610 Freedom Business Ctr Dr Ste 100, King Of Prussia, PA 19406 |
|
61099xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Berlin - TD Wealth Financial Advisor |
2231 Cottman Ave, Philadelphia, PA 19149 |
|
26740xxxx6 |
ank********@t*.com |
|
|
|
|
|
631 |
837608 |
2762 |
839476 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Economy Owl |
Willingboro, NJ 08046 |
|
85633xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rockefeller Financial Services |
32 Santalina Dr Sicklerville, NJ 08081 |
|
85666xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Colin Strapp - Morgan Stanley Financial Advisor |
1650 Market St Fl 42, Philadelphia, PA 19103 |
|
21585xxxx5 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Minh Lu - TIAA Wealth Management Advisor |
1835 Market St Ste 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lansing Street Advisors |
122 E Butler Ave Ste 250 Ambler, PA 19002 |
|
21563xxxx4 |
inf*@l*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Credit Mindset |
1120 Welsh Rd Ste 200 North Wales, PA 19454 |
|
21525xxxx2 |
|
|
|
1 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Primerica |
Maple Shade, NJ 08052 |
|
60985xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert J Cleary - Ameriprise Financial Services |
1000 Germantown Pike Ste H1 Plymouth Meeting, PA 19462 |
|
61083xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Winning Advantage |
525 Route 73 South Marlton, NJ 08053 |
|
83388xxxx0 |
joh*******@w****************.com |
|
|
|
|
|
|
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeffrey Smith - Ameriprise Financial Services |
1000 Germantown Pike Ste H1 Plymouth Meeting, PA 19462 |
|
61094xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Secured Benefits Group |
601 Upland Ave Ste 214 Brookhaven, PA 19015 |
|
87730xxxx0 |
a@s********.com |
5 |
3 |
|
|
5 |
18 |
558 |
32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Express Financial Advisors |
801 W Germantown Pike Norristown, PA 19403 |
|
61073xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investment Advisors Consultantns |
410 Main St, Harleysville, PA 19438 |
|
21525xxxx0 |
inf*@t*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Berg Partners |
111 Presidential Blvd Ste 228 Bala Cynwyd, PA 19004 |
|
61066xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Compass Financial Advisors |
Media, PA 19063 |
|
61032xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jennifer MacKerchar - Associate Financial Advisor, Ameriprise Financial Services |
790 Penllyn Blue Bell Pike Ste 300, Blue Bell, PA 19422 |
|
61083xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Riser Hartman Wealth Advisors of Janney Montgomery Scott |
Three Logan Square, 1717 Arch St, Philadelphia, PA 19103 |
|
21566xxxx4 |
abe***@j*****.com |
|
|
|
|
|
|
151 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Straub Group |
32 N Bryn Mawr Ave Ste 200 Bryn Mawr, PA 19010 |
|
88864xxxx5 |
inf*@a************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Insurance & Financial Advisor Monthly |
2546 N 33rd St, Philadelphia, PA 19132 |
|
21522xxxx4 |
aar*******@n*****************.com |
5 |
3 |
|
|
4.2 |
951 |
104036 |
16177 |
105252 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Planner Philadelphia |
1800 John F Kennedy Blvd, Philadelphia, PA 19103 |
|
21529xxxx0 |
con****@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
3611 Edgmont Ave, Brookhaven, PA 19015 |
|
61087xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wipfli Financial Advisors |
3, 1717 Arch St Suite 750, Philadelphia, PA 19103 |
|
61056xxxx0 |
a-e@w**************.com |
|
|
|
|
|
|
5956 |
50 |
6736 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Creative Financial Group |
2000 Sproul Rd Ste 106 Broomall, PA 19008 |
|
61035xxxx9 |
jpr****@1********.com |
3.1 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeffrey Gunder - Private Wealth Advisor, Ameriprise Financial Services |
610 Freedom Business Ctr Dr Ste 100, King Of Prussia, PA 19406 |
|
61099xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Integer Wealth Advisors Group |
790 Penllyn Blue Bell Pike Ste 304 Blue Bell, PA 19422 |
|
21564xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TIAA Financial Services |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
3 |
2 |
|
|
|
|
90958 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nash Wealth Management of Janney Montgomery Scott |
Three Logan Square, 1717 Arch St, Philadelphia, PA 19103 |
|
21566xxxx6 |
aar**@j*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
United Retirement Advisor Group |
992 Old Eagle School Rd Ste 913, Wayne, PA 19087 |
|
61068xxxx5 |
ran**@u*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Randal Farabaugh - Ameriprise Financial Services |
2 Righter Pkwy Ste 201 Wilmington, DE 19803 |
|
30247xxxx0 |
amy***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles C Leonard - Financial Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
60367xxxx9 |
cha************@a***.com |
|
|
|
|
|
|
166 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Harvest Group Financial Services |
1707 Langhorne Newtown Rd Ste 1 Langhorne, PA 19047 |
|
21586xxxx6 |
|
3.7 |
3 |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Abacus Wealth Partners |
1760 Market St Ste 403, Philadelphia, PA 19103 |
|
88842xxxx7 |
aca****@a***********.com |
3 |
2 |
|
|
|
|
871 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3 |
|
Eric D. Peterson - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx9 |
wms**********@r**.com |
|
|
|
|
|
|
10793 |
|
12053 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jo Ann Morgano - Ameriprise Financial Services |
701A Route 73 S Ste 405 Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
625 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
888 Baltimore Pike, Springfield, PA 19064 |
|
61054xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC |
Eight Tower Bridge, 161 Washington St STE 1500, Conshohocken, PA 19428 |
|
61094xxxx0 |
afi******@m***********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cornerstone Financial Advisors |
115 Black Horse Pike, Haddon Heights, NJ 08035 |
|
85654xxxx5 |
cli**********@c*******.net |
5 |
2 |
|
|
|
2 |
228 |
4 |
227 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2401 W Cheltenham Ave, Wyncote, PA 19095 |
|
21564xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Michael Pine |
123 Franklin Corner Rd Ste 206, Lawrence Township, NJ 08648 |
|
60931xxxx1 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Silvia M Chaves |
100 Ridge Rd Ste 23 Chadds Ford, PA 19317 |
|
61035xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
22 |
78878 |
|
87173 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Financial Group of Philadelphia |
610 Lakeside Park Southampton, PA 18966 |
|
21539xxxx2 |
ell**@p*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jim Cannon - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx3 |
wms**********@r**.com |
|
|
|
|
|
|
11556 |
|
12881 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Premier Prosperity Advisors |
12 Penns Trl # 501, Newtown, PA 18940 |
|
26742xxxx8 |
ada*******@p****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Maria Shields - Ameriprise Financial Services |
610 Freedom Business Ctr Dr Ste 230 King of Prussia, PA 19406 |
|
61099xxxx0 |
chr*************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hillview Capital Advisors |
1200 Liberty Ridge Dr, Wayne, PA 19087 |
|
48470xxxx0 |
aki**@h**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor Christopher "Kit" L. Johnson |
1600 John F Kennedy Blvd Four Penn Center, 7th Floor, Philadelphia, PA 19103 |
|
21558xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Key Financial Advisors |
175 Strafford Ave Wayne, PA 19087 |
|
61097xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gleeson Financial Advisors |
137 Pennsylvania Ave Wayne, PA 19087 |
|
61068xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Simone Zajac Wealth Management Group, LLC |
1735 Market St, Philadelphia, PA 19103 |
|
61036xxxx4 |
ben@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Score Credit Cards |
Voorhees Township, NJ 08043 |
|
84479xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Versa Capital / VCM Fund Advisors, LLC |
Ten Penn Center, 1801 Market St Suite 2525, Philadelphia, PA 19103 |
|
21560xxxx0 |
ahe*****@v****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
David Green - Ameriprise Financial Services |
835 Springdale Dr Ste 204 Exton, PA 19341 |
|
61069xxxx9 |
dav**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Roy S Hansen Jr - Private Wealth Advisor, Ameriprise Financial Services |
525 Route 73 N Ste 303, Marlton, NJ 08053 |
|
60965xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Berardi & Auteri |
1833 Montgomery Ave Villanova, PA 19085 |
|
48446xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Services |
4547 Cottman Ave, Philadelphia, PA 19135 |
|
26734xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Volunteer's Financial Services |
301 Oxford Valley Rd Ste 1303A Yardley, PA 19067 |
|
21578xxxx0 |
iho*@f************.com |
|
|
|
|
|
|
56 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cornerstone Capital Planning Group |
2301 Cherry St UNIT C1, Philadelphia, PA 19103 |
|
21599xxxx6 |
d.j@c**.group |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Fanny Cruz, CFP®|CIMA®|AAMS™ |
3 Valley Sq Ste 304, Blue Bell, PA 19422 |
|
26770xxxx3 |
a.j*********@e**********.com |
5 |
5 |
|
|
|
|
33 |
|
34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Midmarket Capital Advisors LLC |
1629 Locust St, Philadelphia, PA 19103 |
|
21587xxxx1 |
fba***@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Courtney Cargill - Financial Advisor, Ameriprise Financial Services |
1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054 |
|
60951xxxx6 |
amy*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Capital Advisors Group |
5 Valley Square Ste 220 Blue Bell, PA 19422 |
|
26732xxxx1 |
aza********@f**********.com |
|
|
|
|
5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investment Advisors & Consultantns |
40 Main St, Lower Salford, PA 19438 |
|
21525xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Money Talks Edu |
Bala Cynwyd, PA 19004 |
|
44399xxxx1 |
amk******@g****.com |
|
|
|
|
|
|
230 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Choices Financial Coaching |
Philadelphia, PA 19019 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Louis Laselva - Financial Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
622 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
101 W Dekalb Pike, King Of Prussia, PA 19406 |
|
61026xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2024 Naamans Rd, Wilmington, DE 19810 |
|
30252xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D&D Financial Solutions |
Philadelphia, PA 19114 |
|
26763xxxx8 |
ami****@k**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hillview Capital Advisors |
170 N Radnor Chester Rd Ste 150, Wayne, PA 19087 |
|
48470xxxx0 |
aki**@h**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
One Fayette Street, Suite 200, Conshohocken, PA 19428 |
|
61083xxxx0 |
a.b@w*****************.com |
|
|
|
|
|
69 |
189675 |
|
190829 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
|
Terence Kita - Financial Advisor, Ameriprise Financial Services |
101 W Elm St Ste 610, Conshohocken, PA 19428 |
|
48439xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hartley Advisors |
405 Bishop Rd Mullica Hill, NJ 08062 |
|
61033xxxx2 |
ken*@h**************.com |
5 |
11 |
|
|
|
|
201 |
|
198 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trinity Investment Advisors |
136 N Church St, West Chester, PA 19380 |
|
61034xxxx0 |
con****@t*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tara Rittler - Ameriprise Financial Services |
5 E Germantown Pike Plymouth Meeting, PA 19462 |
|
61094xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Holly A Revelas |
170 S Independence Mall W Ste 410W, Philadelphia, PA 19106 |
|
21592xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ashford Wealth Advisors - Ameriprise Financial Services, LLC |
5 E Germantown Pike, Plymouth Meeting, PA 19462 |
|
61083xxxx9 |
ari*********@a***.com |
5 |
1 |
|
|
|
|
120 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Bank |
225 S Main St Yardley, PA 19067 |
|
21549xxxx6 |
aar**********@w*********.com |
2.5 |
4 |
4.5 |
3 |
|
|
1134620 |
|
1154778 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Timothy Breslin - Raymond James |
92 West Lancaster Ave Ste 205 Devon, PA 19333 |
|
61029xxxx7 |
aar**********@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James Financial Services |
1845 Walnut St #2380, Philadelphia, PA 19103 |
|
21583xxxx3 |
aar************@r***********.com |
|
|
|
|
|
|
16660 |
3583 |
18371 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooke Family Financial Services |
13 N Ormond Ave Havertown, PA 19083 |
|
61085xxxx4 |
dac****@c******.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edgewater Advisors |
18 E Lancaster Ave, Paoli, PA 19301 |
|
48432xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advisor Annova |
1000 N W St Ste 1200 Wilmington, DE 19801 |
|
30266xxxx0 |
dat*****************@i****.de |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wilmington Trust |
1650 Market St Suite 3150, Philadelphia, PA 19103 |
|
21541xxxx0 |
aam****@w**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Duncan Reed |
212 N Main St Ste 202 North Wales, PA 19454 |
|
21569xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Steven Weisz - Ameriprise Financial Services |
5 E Germantown Pike Plymouth Meeting, PA 19462 |
|
61094xxxx3 |
dan***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Archetype Advisors |
72 E State St, Doylestown, PA 18901 |
|
21555xxxx3 |
bil******@a***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Quinn - Financial Advisor, Ameriprise Financial Services |
1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054 |
|
85635xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fulton Financial Advisors |
100 Park Ave Woodbury, NJ 08096 |
|
85668xxxx9 |
aad*****@f*********.com |
3.4 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Horizons Financial Planning |
151 Harrington Cir Willingboro, NJ 08046 |
|
60987xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Presilium Private Wealth |
1601 Market St 19th Floor, Philadelphia, PA 19103 |
|
21598xxxx0 |
kel***@p**********.com |
|
|
|
|
|
|
28 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dergalis Associates |
210 Lake Dr E Ste 310 Cherry Hill, NJ 08002 |
|
85679xxxx3 |
ade******@a************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Harriett Financial Group |
10000 Sagemore Dr Ste 10201 Marlton, NJ 08053 |
|
85659xxxx0 |
eri*****@l****************.com |
|
|
|
|
|
|
159 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Copper Beech Advisors |
1050 W King Rd, Malvern, PA 19355 |
|
61064xxxx4 |
inf*@c******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RidgePoint Financial Partners - Ameriprise Financial Services |
531 Gordon Ave Narberth, PA 19072 |
|
61082xxxx9 |
amb**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paul T Burcher Financial Services |
2 Research Way Princeton, NJ 08540 |
|
16094xxxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John F. Endres, CPA |
Victoria Business Ctr Ste 217 1489 Baltimore Pike Springfield, PA 19064 |
|
61054xxxx1 |
je**@e*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amex Fiancial Advisors Inc |
161 Washington St, Conshohocken, PA 19428 |
|
61094xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zac Hemple - TD Wealth Financial Advisor |
225 Greentree Rd, Marlton, NJ 08053 |
|
60920xxxx0 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Safe Retirement Advisors |
1489 Baltimore Pike Ste 108a, Springfield, PA 19064 |
|
61054xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Bryan W Messick |
323 W State St, Media, PA 19063 |
|
61048xxxx6 |
acc**********@e**********.com |
|
|
|
|
|
|
233 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Keith Radimer - Private Wealth Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
622 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Ray Trost |
373 Egg Harbor Rd Sewell, NJ 08080 |
|
85658xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
95 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
305 E Lancaster Ave, Wayne, PA 19087 |
|
61068xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
James Dotzman - RBC Wealth Management Financial Advisor |
1 Logan Sq, Philadelphia, PA 19103 |
|
21555xxxx8 |
jam**********@r**.com |
|
|
|
|
|
|
10793 |
|
12053 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gilbert Crews - TIAA Wealth Management Advisor |
1835 Market St Ste 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
12 |
90444 |
448 |
91340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TruMark Financial Credit Union |
1200 Welsh Rd North Wales, PA 19454 |
|
21536xxxx5 |
agn*********@t************.org |
3.7 |
19 |
4.5 |
3 |
|
|
9015 |
24 |
8852 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lance Roetling - TD Wealth Financial Advisor |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Carson Wealth |
215 Farm Ln, Doylestown, PA 18901 |
|
21534xxxx9 |
aan******@c***********.com |
|
|
|
|
|
2 |
1926 |
28 |
2205 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Adviso Wealth - Financial Advisor Philadelphia |
7244 Castor Ave #1075, Philadelphia, PA 19149 |
|
61084xxxx2 |
inf*@a***********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Metis Advisors Inc |
4201 Church Rd Ste 14, Mount Laurel, NJ 08054 |
|
85678xxxx0 |
adm**@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Account vision |
805 Birchfield Dr Mt Laurel, NJ 08054 |
|
85638xxxx6 |
jat*****@a************.us |
2.8 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Joe Quig |
724 Yorklyn Rd Ste 325, Hockessin, DE 19707 |
|
30231xxxx1 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
News & Heisler Wealth Management |
214 W Main St Ste L8 Moorestown, NJ 08057 |
|
85643xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity Investments |
400 Delaware Ave Wilmington, DE 19801 |
|
30242xxxx6 |
cop***********@f**.com |
4.4 |
10 |
2 |
1 |
|
|
312412 |
|
327379 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
400 York Rd, Jenkintown, PA 19046 |
|
21557xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shevlin Investments |
502 Lakeside Dr Southampton, PA 18966 |
|
21536xxxx8 |
bar****@s*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Baraldi Wealth Management Group |
Evesham Township, NJ 08053 |
|
85655xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Advisors - Rearden & Associates |
1105 Laurel Oak Rd Ste 154 Voorhees, NJ 08043 |
|
85678xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Marc R Apfelbaum, AAMS™ |
142 Wallace Ave Ste 106, Downingtown, PA 19335 |
|
48436xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Steven W Smith |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Care Financial Advisors |
1700 Market St, Philadelphia, PA 19103 |
|
21587xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Principal |
525 Route 73 N Ste 301 Marlton, NJ 08053 |
|
85659xxxx6 |
a@p********.com |
|
|
|
|
|
|
226 |
3 |
229 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Flamma Financial |
22 Quail Hollow Dr Sewell, NJ 08080 |
|
85658xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joseph Padula - Ameriprise Financial Services |
161 Washington St Ste 1300 Conshohocken, PA 19428 |
|
61089xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shawn C Smith - Ameriprise Financial Services |
2250 Hickory Rd Ste 110 Plymouth Meeting, PA 19462 |
|
61082xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
110 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scott Abramson - Ameriprise Financial Services |
161 Washington St Ste 1300 Conshohocken, PA 19428 |
|
61082xxxx5 |
and**********@a***.com |
|
|
|
|
|
|
166 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Parker Tax Services |
6703 Germantown Ave Ste 220 Philadelphia, PA 19119 |
|
21520xxxx6 |
inf*@l*********.com |
4.8 |
94 |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stedmark Partners at Janney Montgomery Scott |
1717 Arch St 21st floor, Philadelphia, PA 19103 |
|
21566xxxx2 |
abe***@j*****.com |
|
|
|
|
|
|
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RTD Financial |
30 S 17th St Suite 1620, Philadelphia, PA 19103 |
|
21555xxxx0 |
577*****@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
702 Lancaster Ave, Wayne, PA 19087 |
|
61096xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tiffany Hutchins - TD Wealth Financial Advisor |
4920 N Crescent Blvd, Pennsauken, NJ 08109 |
|
85668xxxx0 |
add********************@t*.com |
2.8 |
56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ashford Wealth Advisors - Ameriprise Financial Services |
5 E Germantown Pike Plymouth Meeting, PA 19462 |
|
61083xxxx9 |
ari*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
402 Lancaster Ave, Haverford, PA 19041 |
|
61064xxxx0 |
agi***@a*.nv |
|
|
|
|
|
|
189173 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Westover Capital Advisors |
1013 Centre Rd Ste 405 Wilmington, DE 19805 |
|
30242xxxx0 |
cat******@w**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fennimore Advisory |
630 Freedom Business Center Dr Fl 3 King of Prussia, PA 19406 |
|
61071xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AEGIS Insurance Consulting |
1001 Easton Rd Willow Grove, PA 19090 |
|
21537xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lincoln Financial Group |
2005 Market St Fl 34, Philadelphia, PA 19103 |
|
48458xxxx9 |
aar**************@l**.com |
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2.5 |
|
Lifetime Retirement Solutions |
Glenside, PA 19038 |
|
21555xxxx3 |
est***********************@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity Investments |
1735 Market St Philadelphia, PA 19103 |
|
80072xxxx7 |
aar********@f*******.com |
3.3 |
20 |
2.5 |
6 |
|
|
296026 |
|
309305 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stonecrop Wealth Advisors |
225 Wilmington West Chester Pike Ste 200 Chadds Ford, PA 19317 |
|
61062xxxx5 |
cqu***@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Christopher - Christopher Financial Group |
161 Washington St Ste 225 Raymond James Conshohocken, PA 19428 |
|
61089xxxx0 |
tho***************@r***********.com |
|
|
|
|
|
|
171 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
21 N Forklanding Rd, Maple Shade, NJ 08052 |
|
85677xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kevin D Sporer - Ameriprise Financial Services |
525 Rte 73 N Ste 303 Marlton, NJ 08053 |
|
60965xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John West - Ameriprise Financial Services |
2300 E Lincoln Hwy Ste 140 Langhorne, PA 19047 |
|
26720xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
270 |
|
274 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Verus Advisors |
309 Fellowship Rd Ste 200, Mount Laurel, NJ 08054 |
|
85653xxxx7 |
bsc*******@v************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bishop, Smith and Associates - Ameriprise Financial Services |
1000 Germantown Pike Ste H1 Plymouth Meeting, PA 19462 |
|
61094xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tapestry Wealth Management - Ameriprise Financial Services |
3513 Concord Pike Ste 1000 Wilmington, DE 19803 |
|
88824xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sims Financial Services |
150 Strafford Ave Ste 305 Wayne, PA 19087 |
|
61068xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PTK Financial |
21 W Front St Ste 300 Media, PA 19063 |
|
61062xxxx4 |
ter**@p***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pinnacle Financial Advisors |
2 Bala Plz, Bala Cynwyd, PA 19004 |
|
61066xxxx0 |
aah*****@m*********.com |
|
|
|
|
|
|
217817 |
|
213481 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Activate Wealth |
2400 Market St No. 200, Philadelphia, PA 19103 |
|
21570xxxx6 |
tay***@a****************.com |
5 |
17 |
|
|
|
|
|
|
202 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
We Care Assets Recovery |
341 Glen Echo Rd Philadelphia, PA 19119 |
|
26722xxxx9 |
ana***@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christen Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1000 Germantown Pike STE A1, Plymouth Meeting, PA 19462 |
|
61062xxxx8 |
bet********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dynamic Wealth Advisors |
668 Stony Hill Rd Yardley, PA 19067 |
|
21530xxxx3 |
dd0*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kistler Tiffany Benefits |
899 Cassatt Rd Berwyn, PA 19312 |
|
48432xxxx0 |
abr***@k*********.com |
|
|
|
|
|
|
1875 |
|
2113 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Apex Financial Advisors Inc |
85 S Main St, Yardley, PA 19067 |
|
21549xxxx0 |
all*********@a******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Carey Insurance |
1130 York Rd Warminster, PA 18974 |
|
21567xxxx6 |
bcu***@c**********.com |
4.9 |
39 |
|
|
5 |
48 |
421 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America |
36 W Route 70 Marlton, NJ 08053 |
|
85679xxxx4 |
aad********@s****************.com |
|
|
|
|
|
|
1287 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AdviCoach |
12 Lavenham Ct Cherry Hill, NJ 08003 |
|
85675xxxx9 |
bke**@a********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Navicore Solutions |
Eddington, PA 19020 |
|
80099xxxx7 |
aar****@n****************.org |
4 |
67 |
|
|
|
|
7057 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bernard Hamilton - Financial Advisor, Ameriprise Financial Services, LLC |
100 N 18th St Ste 750, Philadelphia, PA 19103 |
|
21578xxxx8 |
ber*************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Elevation Building |
525 NJ-73 Evesham, NJ 08053 |
|
60922xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Analysts |
3 Radnor Corporate Ctr Ste 220 Wayne, PA 19087 |
|
61099xxxx0 |
|
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Antonio Sierra - Heights Financial Group |
213 White Horse Pike Haddon Heights, NJ 08035 |
|
85661xxxx0 |
ab@h********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mitchell Sinkler & Starr |
Two Penn Center Plaza Suite 1320, Philadelphia, PA 19102 |
|
21566xxxx0 |
bac*******@m**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Swiss American Wealth Advisors |
|
|
61068xxxx2 |
car***@s******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Haverford Capital Advisors |
43 Leopard Rd, Paoli, PA 19301 |
|
61040xxxx0 |
bre***@h***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Timothy Valente - RBC Wealth Management Financial Advisor |
1 Logan Sq, Philadelphia, PA 19103 |
|
21555xxxx0 |
wms**********@r**.com |
|
|
|
|
|
|
10793 |
|
12053 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Independent Tax and Financial Planners |
130 Buck Rd Ste 101 Southampton, PA 18966 |
|
21535xxxx0 |
ama**@i***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Berlin - TD Wealth Financial Advisor |
2520 Grant Ave, Philadelphia, PA 19114 |
|
26740xxxx6 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Senior Financial Group |
2700 Horizon Dr Ste 300 King of Prussia, PA 19406 |
|
61078xxxx0 |
eca******@f************************.com |
4.5 |
72 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lindsey Nice - Ameriprise Financial Services |
2250 Hickory Rd Ste 110 Plymouth Meeting, PA 19462 |
|
61082xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lifelong Financial Partners, LLC |
1930 Marlton Pike E Cherry Hill, NJ 08003 |
|
85637xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Andreacchio - Ameriprise Financial Services |
701A Route 73 S Ste 405 Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
624 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Admiral Group - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jim Siwek |
235 Bellevue Ave, Hammonton, NJ 08037 |
|
85627xxxx6 |
and*******@c*************.ca |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sterling Trustees |
1 Fayette St Ste 225 Conshohocken, PA 19428 |
|
61023xxxx6 |
ajo***@s***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christopher Townsley - Ameriprise Financial Services |
168 W Ridge Pike Ste 202 Limerick, PA 19468 |
|
61082xxxx9 |
amb**********@a***.com |
|
|
|
|
|
|
134 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeremy Kinnear - TIAA Financial Consultant |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
ada*********@t***.org |
|
|
|
|
|
|
90444 |
448 |
91340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
KCH Consultants |
Ardmore, PA 19003 |
|
61062xxxx3 |
kch**************@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Richard Wesselt - Wesselt Capital Group |
3441 Germantown Pike Collegeville, PA 19426 |
|
61065xxxx0 |
car**@w*************.com |
3 |
6 |
|
|
|
|
52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Get It Right Consulting |
491 Baltimore Pike Ste 1159 Springfield, PA 19064 |
|
80099xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Leon L Levy Associates |
1818 Market St, Philadelphia, PA 19103 |
|
21587xxxx0 |
dav**@l*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Esterman - Ameriprise Financial Advisor |
1101 Laurel Oak Rd Ste 150 Voorhees, NJ 08043 |
|
85678xxxx5 |
col*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Innova Wealth Partners |
12 Terry Dr Ste 203 Newtown, PA 18940 |
|
88827xxxx4 |
ala*****@m*************.com |
5 |
4 |
|
|
|
|
77 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Rich Gostkowski |
1544 Paoli Pike Ste A West Chester, PA 19380 |
|
61069xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
22 |
82922 |
|
92008 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
K & K Investments |
Philadelphia, PA 19111 |
|
21547xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Explore Financial Group |
24 Veterans Sq 2nd Fl, Media, PA 19063 |
|
88854xxxx1 |
mic************@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Dogma |
13 Eisenhower Dr Malvern, PA 19355 |
|
61081xxxx8 |
equ****@f*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hesham Elshahed - TD Wealth Financial Advisor |
2035 Limestone Rd, Wilmington, DE 19808 |
|
30238xxxx3 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pg Financial Services |
2601 E Ontario St, Philadelphia, PA 19134 |
|
21542xxxx0 |
|
3.4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Philadelphia Investment Group |
100 Chetwynd Dr UNIT 105, Bryn Mawr, PA 19010 |
|
61052xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stuart White - Ameriprise Financial Services |
701A Route 73 S Ste 405 Marlton, NJ 08053 |
|
85679xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
700 Repair |
Philadelphia, PA 19150 |
|
26790xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
David Sacker - Private Wealth Advisor, Ameriprise Financial Services, LLC |
100 N 18th St Ste 750, Philadelphia, PA 19103 |
|
21578xxxx3 |
ani*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Don Holloschutz - Ameriprise Financial Services |
1308 Spruce Ln Wyncote, PA 19095 |
|
21557xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Primerica Financial Services |
6754 Market St Upper Darby, PA 19082 |
|
48446xxxx5 |
a.-*******************@p********.com |
|
|
|
|
|
|
145588 |
3768 |
147222 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Services |
251 S White Horse Pike, Audubon, NJ 08106 |
|
85654xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Keane Advisors |
1345 Enterprise Dr, West Chester, PA 19380 |
|
61070xxxx0 |
|
4.3 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor William H Jones III |
2951 Centerville Rd, Wilmington, DE 19808 |
|
30257xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Justin H Bartolomucci |
115 W Main St Ste C Trappe, PA 19426 |
|
61048xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
296 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Marc R Apfelbaum |
676 Swedesford Rd Ste 165 Wayne, PA 19087 |
|
48458xxxx7 |
acc**********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wick Capital Partners |
123 S Broad St, Philadelphia, PA 19109 |
|
21530xxxx5 |
asa*****@w******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bob Ricci | Solid Rock Financial |
1 Eves Dr Marlton, NJ 08053 |
|
85655xxxx1 |
bob**********@g****.com |
5 |
4 |
|
|
|
|
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1 Financial Marketplace |
404 Gary Ln Bala Cynwyd, PA 19004 |
|
61066xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christopher J Heiser - Private Wealth Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
chr*****************@a***.com |
|
|
|
|
|
|
622 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor Lance A Goldstein |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx4 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ayesha Selden, CFP, ChFC - Ameriprise Financial Services, Inc. |
2001 Market St, Philadelphia, PA 19103 |
|
21578xxxx4 |
ada************@a***.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Derek Gaughan - TD Wealth Financial Advisor |
1110 Street Rd Ste 407, Southampton, PA 18966 |
|
21522xxxx8 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ETG Financial |
Washington Township, NJ 08080 |
|
80051xxxx9 |
fil***@g******.com |
|
|
|
|
|
|
61 |
|
63 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pennsylvania Trust |
100 Matsonford Rd Ste 450 Radnor, PA 19087 |
|
61097xxxx0 |
ahe**@p********.com |
4.3 |
12 |
1 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mercer Advisors |
300 4 Falls Corporate Ctr Ste 370, Conshohocken, PA 19428 |
|
61086xxxx1 |
adv***@m*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Andrew M Meehan |
23 Penn Cir Holland, PA 18966 |
|
21579xxxx6 |
and**********@l**.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
9 S White Horse Pike, Stratford, NJ 08084 |
|
85678xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Juan Colina de Vivero - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
|
90970 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William Devine - Financial Advisor, Ameriprise Financial Services |
1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054 |
|
60951xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pinnacle Financial Advisors |
11000 Lincoln Dr W Ste 8, Marlton, NJ 08053 |
|
85679xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Manleys Tax Service |
1272 Providence Rd Clifton Heights, PA 19018 |
|
81461xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Laurel Oak Wealth Management Group - Ameriprise Financial |
701A Route 73 S Ste 405 Marlton Exec Park Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
624 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Farmers Insurance - Welma Lamah |
1800 Bridge St Philadelphia, PA 19124 |
|
26721xxxx3 |
dom***********@z*****.com |
|
|
|
|
|
|
87 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Griffiths Financial Services |
780 Newtown Yardley Ste 310 Newtown, PA 18940 |
|
21586xxxx0 |
tom**********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zenith Wealth Partners |
2400 Market St #216, Philadelphia, PA 19103 |
|
48427xxxx9 |
che****@n*************.com |
5 |
17 |
|
|
|
|
261 |
|
265 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GO Lyfe |
Philadelphia, PA 19124 |
|
87751xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Builder Advisor |
805 N Bethlehem Pike, Ambler, PA 19002 |
|
21564xxxx0 |
mar*@w*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nina Ingulli - Ameriprise Financial Services |
1717 Langhorne Newtown Rd Ste 125 Langhorne, PA 19047 |
|
26775xxxx4 |
dns*****@a***.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
91 E Main St, Moorestown, NJ 08057 |
|
85627xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Relate Personal Finance |
519 Ramblewood Dr Bryn Mawr, PA 19010 |
|
80461xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bayspan Wealth Group - Ameriprise Financial Services |
456 Germantown Pike Lafayette Hill, PA 19444 |
|
48453xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
261 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Advisors |
4 Union St Ste 221 Medford, NJ 08055 |
|
85655xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Suzanne Barroway |
Voorhees, NJ 08043 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jon Yenney - Financial Advisor, Ameriprise Financial Services |
2070 Butler Pike, Plymouth Meeting, PA 19462 |
|
61082xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
747 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor Michael G Hacker |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trish Morton - Primerica |
Philadelphia, PA 19132 |
|
26733xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zeke Capital Advisors |
1235 Westlakes Dr, Berwyn, PA 19312 |
|
61064xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Al Finkelstein |
176 Rte 70 Ste 11 Medford, NJ 08055 |
|
60971xxxx5 |
a.j*********@e**********.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MJB Financial & Insurance Advisors |
2225 State Rd, Drexel Hill, PA 19026 |
|
61044xxxx4 |
bin****@m*****.com |
|
|
|
|
4.7 |
13 |
275 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Primerica |
2801 S 16th St Philadelphia, PA 19145 |
|
21533xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lincoln Financial Group |
2005 Market St #4, Philadelphia, PA 19103 |
|
48458xxxx9 |
aar********@l**.com |
2.1 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor : Rich Gostkowski |
1339 W Chester Pike West Chester, PA 19382 |
|
61039xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
22 |
82169 |
|
92132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Conservest Capital Advisors |
6022 W Chester Pike, Newtown Square, PA 19073 |
|
61064xxxx1 |
bka****@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert C. Boland - RBC Wealth Management Financial Advisor |
1 Logan Sq, Philadelphia, PA 19103 |
|
21555xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jo Ann Morgano - Financial Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
622 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christopher Zardus - Financial Advisor, Ameriprise Financial Services |
100 Centre Blvd Ste F, Marlton, NJ 08053 |
|
85698xxxx3 |
chr***************@a***.com |
|
|
|
|
|
|
184 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PK Capital Funding |
12021 Bustleton Ave Ste 17 Philadelphia, PA 19116 |
|
26726xxxx7 |
pou****@p***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1847Financial |
161 Washington St Ste 700 Eight Tower Bridge Conshohocken, PA 19428 |
|
61077xxxx0 |
aco***@1************.com |
3.9 |
7 |
|
|
|
|
1034 |
116 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Consulting Firm Inc |
1528 Walnut St # 210, Philadelphia, PA 19102 |
|
21573xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Princeton Equity Advisors LLP |
2510 Huntingdon Pike, Huntingdon Valley, PA 19006 |
|
21593xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Meghan McIntyre - Financial Advisor, Ameriprise Financial Services |
610 Freedom Business Ctr Dr Ste 100, King Of Prussia, PA 19406 |
|
61099xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Philadelphia Investment Partnership |
1233 Haddonfield-Berlin Rd, Voorhees Township, NJ 08043 |
|
85621xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Penn Estate Planning Advisors, Inc. |
650 Sentry Pkwy East Suite One, Blue Bell, PA 19422 |
|
21520xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
HIG Accounting |
800 N Henderson Rd Ste 230 King of Prussia, PA 19406 |
|
61050xxxx1 |
|
4.6 |
327 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: T.R. Campbell |
614 Wharton Blvd, Exton, PA 19341 |
|
61081xxxx3 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
165 Township Line Road Two Pitcairn Place, Suite 200, P.O. Box 9013, Jenkintown, PA 19046 |
|
80022xxxx3 |
a-p*************@w*****************.com |
|
|
|
|
|
64 |
189254 |
|
190449 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Mutual Fund Store |
484 E Evesham Rd Ste 5 Cherry Hill, NJ 08003 |
|
85679xxxx0 |
abo**@m**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MLS Wealth Partners - Ameriprise Financial Services |
610 Freedom Business Center Dr Ste 230 King of Prussia, PA 19406 |
|
61099xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pillar Wealth Advisors |
208 Overcreek Rd, Phoenixville, PA 19460 |
|
30240xxxx4 |
amc********@p*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matthew Tompkins - UBS Financial Services Inc. |
1735 Market Street Mellon Bank Center, Philadelphia, PA 19103 |
|
21549xxxx1 |
ade*********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brian Lucas - Ameriprise Financial Services |
2300 E Lincoln Hwy Ste 140 Langhorne, PA 19047 |
|
21575xxxx0 |
bra*************@a***.com |
|
|
|
|
|
|
289 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bank of America Financial Center |
932 Chestnut St, Philadelphia, PA 19107 |
|
26788xxxx4 |
and*************@m*.com |
3.2 |
40 |
|
|
|
|
861887 |
|
2790795 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paramount Financial Advisors |
10116A Valley Forge Cir King of Prussia, PA 19406 |
|
61078xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ryan D Murray - Ameriprise Financial Services |
2300 E Lincoln Hwy Ste 140 Langhorne, PA 19047 |
|
21575xxxx0 |
dns*****@a***.com |
|
|
1 |
1 |
|
|
289 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kistler-Tiffany Advisors |
920 Cassatt Rd Ste 205 Berwyn, PA 19312 |
|
61072xxxx0 |
ago**@k****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Stauder - TIAA Wealth Management Advisor |
3000 Atrium Way, Mount Laurel, NJ 08054 |
|
87765xxxx1 |
acc******************@t***.org |
|
|
|
|
|
12 |
90444 |
448 |
91340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services, LLC |
100 N 18th St Ste 750, Philadelphia, PA 19103 |
|
21578xxxx2 |
ani*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
220 Macdade Blvd, Folsom, PA 19033 |
|
61053xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
David Skelly - Woodbury Financial |
2401 Kingman Dr Wilmington, DE 19810 |
|
30242xxxx6 |
dsk****@w*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kent Keith - Ameriprise Financial Services |
790 Penllyn Blue Bell Pike Ste 300 Blue Bell, PA 19422 |
|
88878xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wilmington Trust |
309 Fellowship Rd, Mt Laurel Township, NJ 08054 |
|
|
aam****@w**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kenneth Blackmon - Ameriprise Financial Services |
1105 Laurel Oak Rd Ste 142 Voorhees, NJ 08043 |
|
85674xxxx0 |
dia*********@a***.com |
5 |
2 |
|
|
|
|
185 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Anita Sopenoff Financial Advisor |
18 White Horse Rd W Voorhees, NJ 08043 |
|
85625xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Trotenberg | Arbor Group |
2500 Mcclellan Ave Ste 160 Pennsauken, NJ 08109 |
|
85677xxxx0 |
abe****@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sage Financial Group |
300 Barr Harbor Dr Ste 200, Conshohocken, PA 19428 |
|
48434xxxx0 |
aco**@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
International Financial Co-Operative |
6825 N 15th St Philadelphia, PA 19126 |
|
21542xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Meghan McIntyre - Ameriprise Financial Services |
610 Freedom Business Center Dr Ste 100 King of Prussia, PA 19406 |
|
61099xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JFS Wealth Advisors |
2005 S Easton Rd Ste 2000, Doylestown, PA 18901 |
|
71797xxxx9 |
ada****@j****.com |
|
|
|
|
|
|
409 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Thomas O McKee, AAMS™ |
870 W Main St Ste 1, Lansdale, PA 19446 |
|
21585xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
277 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CRE Credit Services |
1 International Plaza Dr Ste 550 Philadelphia, PA 19113 |
|
85521xxxx3 |
bi**@c****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MJB Financial & Insurance Advisors |
280 Kennett Pike, Chadds Ford, PA 19317 |
|
61044xxxx4 |
bin****@m*****.com |
5 |
45 |
|
|
4.7 |
13 |
275 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Janney Montgomery Scott |
1717 Arch St Philadelphia, PA 19103 |
|
21566xxxx7 |
ade*****@j********.com |
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stuart White - Private Wealth Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
eMpower Financials |
Malvern, PA 19355 |
|
61061xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dale Morra - TD Wealth Financial Advisor |
42 E Baltimore Pike, Media, PA 19063 |
|
21553xxxx4 |
add********************@t*.com |
|
|
|
|
|
631 |
837440 |
2762 |
839308 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Touchstone Financial |
643 Bridge St Schwenksville, PA 19473 |
|
61028xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Diann J Slavinski - Ameriprise Financial Services |
2070 Butler Pike Plymouth Meeting, PA 19462 |
|
61039xxxx7 |
dia**************@a***.com |
|
|
|
|
|
|
746 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Swarthmore Financial Advisors, Ltd. |
113 N Olive St, Media, PA 19063 |
|
61089xxxx2 |
inf*@s**************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Beacon Advisors |
200 Barr Harbor Dr, W Cnshohocken, PA 19428 |
|
61094xxxx7 |
ccl****@t******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Goldman Sachs & Co |
Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103 |
|
21565xxxx0 |
dav********@g***********.com |
2.9 |
8 |
|
|
|
|
263964 |
|
306000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A2 Resources |
112 Golf Club Dr Langhorne, PA 19047 |
|
21532xxxx4 |
dav*********@a**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
612 Germantown Pike, Lafayette Hill, PA 19444 |
|
61083xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Auctus Wealth Managment |
1706a Delancey St #101, Philadelphia, PA 19103 |
|
80065xxxx2 |
inf*@a***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AdvisorFox™ |
1735 Market St #3750, Philadelphia, PA 19103 |
|
21532xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Advisors |
501 Silverside Rd Ste 32 Wilmington, DE 19809 |
|
30279xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Modera Financial Advisors & Financial Planners |
620 Lee Rd Suite 100, Wayne, PA 19087 |
|
61069xxxx0 |
ada**@m***********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
F5 Capital |
Blue Bell, PA 19422 |
|
61099xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joseph Gill - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx8 |
wms**********@r**.com |
|
|
|
|
|
|
12403 |
|
12053 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Djigui |
421 Pusey Ave Collingdale, PA 19023 |
|
26738xxxx7 |
inf*@d****************.org |
5 |
3 |
|
|
|
|
196 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mark Andrews - Financial Advisor, Ameriprise Financial Services |
1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054 |
|
85635xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brinton Thomas - RBC Wealth Management Financial Advisor |
1 Logan Sq, Philadelphia, PA 19103 |
|
21583xxxx5 |
wms**********@r**.com |
|
|
|
|
|
|
10797 |
|
12058 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Financial Services |
1500 John F Kennedy Blvd #1510, Philadelphia, PA 19102 |
|
21526xxxx3 |
wal*********@w*****************.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FRS Capital Management |
10116 Valley Forge Cir King of Prussia, PA 19406 |
|
61035xxxx8 |
amb****************@f*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Peak Wealth Partners |
305 Fellowship Rd Ste 105 Mount Laurel, NJ 08054 |
|
84442xxxx3 |
jam**********@p*****************.com |
5 |
19 |
|
|
|
|
157 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paladin Retirement Advisors |
532 Durham Rd, Newtown, PA 18940 |
|
21586xxxx1 |
je**@r************.com |
5 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Radnor Financial Advisors |
485 Devon Park Dr Ste 119 Wayne, PA 19087 |
|
61097xxxx0 |
aly*********@r**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Anthony J Cifelli Jr - Private Wealth Advisor, Ameriprise Financial Services |
1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054 |
|
85635xxxx4 |
aci*****@a***.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Advisors |
740 Springdale Dr Ste 104 Exton, PA 19341 |
|
61036xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Lee - TIAA Wealth Management Advisor |
41 University Dr Ste 400, Newtown, PA 18940 |
|
80084xxxx2 |
acc******************@t***.org |
|
|
|
|
|
12 |
90444 |
448 |
91340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hillview Capital Advisors |
1200 Liberty Ridge Dr Ste 130 Wayne, PA 19087 |
|
48470xxxx0 |
aki**@h**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sterling Investment Advisors |
701 Lee Rd Ste 301 Chesterbrook, PA 19087 |
|
61056xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
American Express Financial Advisors |
112 Haddontowne Ct Ste 102 Cherry Hill, NJ 08034 |
|
85621xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JFS Wealth Advisors |
PNC Bank Building, 1600 Market St #3300, Philadelphia, PA 19103 |
|
21549xxxx0 |
acl***@j****.com |
|
|
|
|
|
|
444 |
8 |
471 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ari Marc Frazer - Ameriprise Financial Services |
5 E Germantown Pike Plymouth Meeting, PA 19462 |
|
61094xxxx3 |
ari*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mathers Associates |
5 Sentry Pkwy W Blue Bell, PA 19422 |
|
26746xxxx6 |
ell***@m****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stephen J Venuti, CPA, MST |
6 St Albans Ave Newtown Square, PA 19073 |
|
61035xxxx6 |
isj**********@h******.com |
5 |
7 |
3 |
2 |
|
|
96 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: David Rucki |
601 Walnut St Ste 410w, Philadelphia, PA 19106 |
|
21580xxxx8 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Massimo Magliari - Ameriprise Financial Services |
2070 Butler Pike Plymouth Meeting, PA 19462 |
|
61039xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
746 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
3515 W Chester Pike, Newtown Square, PA 19073 |
|
61035xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Franklin Retirement Solutions |
2300 Computer Ave Ste J54 Willow Grove, PA 19090 |
|
21565xxxx0 |
chr*************@f*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vincent Marone - TD Wealth Financial Advisor |
491 Hurffville Crosskeys Rd, Sewell, NJ 08080 |
|
60922xxxx6 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
Lincoln Dr W Marlton, NJ 08053 |
|
85659xxxx8 |
|
|
|
1 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Esterman - Private Wealth Advisor, Ameriprise Financial Services |
525 Route 73 N Ste 215, Marlton, NJ 08053 |
|
85633xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blue Bell Private Wealth Management |
470 Norristown Rd Penllyn, PA 19422 |
|
61082xxxx0 |
beh*****@b**********.com |
5 |
22 |
|
|
|
|
292 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
786 Sumneytown Pike, Lansdale, PA 19446 |
|
21569xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1411 Blackwood Clementon Rd, Clementon, NJ 08021 |
|
85678xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Rama - Ameriprise Financial Services |
5 E Germantown Pike Plymouth Meeting, PA 19462 |
|
48456xxxx4 |
ari*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Service Advisors |
133 Franklin Corner Rd Ste 1, Lawrence Township, NJ 08648 |
|
60989xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1919 Investment Counsel |
2 Logan Square #1850, Philadelphia, PA 19103 |
|
80080xxxx2 |
ama***@1*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J & J Wealth Advisors |
41 University Dr Ste 400, Newtown, PA 18940 |
|
21557xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas F Warner Jr - Private Wealth Advisor, Ameriprise Financial Services |
525 Route 73 N Ste 303, Marlton, NJ 08053 |
|
60965xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TD Financial Service |
Mullica Hill, NJ 08062 |
|
26743xxxx5 |
aad**********@t*.com |
3.6 |
27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Klatz Rounick & Associates - Ameriprise Financial Services |
161 Washington St Ste 1300 Conshohocken, PA 19428 |
|
61089xxxx6 |
ale***************@a***.com |
|
|
|
|
|
|
132 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ellis Investment Partners |
920 Casatt Rd Ste 115 Berwyn, PA 19312 |
|
48432xxxx0 |
ant**************@e**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chris Lundmark - Financial Advisor, Ameriprise Financial Services |
161 Washington St Ste 1300, Conshohocken, PA 19428 |
|
61089xxxx8 |
chr***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kauffman & Drebing |
230 Broad St # 5A, Philadelphia, PA 19102 |
|
21554xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alfred S Nicolosi - Ameriprise Financial Services |
1060 Kings Hwy N Ste 206 Cherry Hill, NJ 08034 |
|
85653xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Caredean Consulting |
130 W Main St Ste 144-PMB 333 Collegeville, PA 19426 |
|
61048xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Health Group |
29 Bala Ave # 117, Bala Cynwyd, PA 19004 |
|
61066xxxx0 |
dav***********@e********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Financial of Pennsylvania (FFP) |
1800 John F Kennedy Blvd, Philadelphia, PA 19103 |
|
|
dd0*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Foundation Wealth Management |
9 W 3rd St, Media, PA 19063 |
|
61054xxxx0 |
bra*@m*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fischer Cunnane & Associates |
11 Turner Ln West Chester, PA 19380 |
|
61043xxxx3 |
fxx********@f*************.com |
4 |
4 |
|
|
|
|
111 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jessica Miller - TIAA Wealth Management Advisor |
1835 Market St Ste 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
12 |
90444 |
448 |
91340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Foundation Wealth Management |
9 W Third St, Media, PA 19063 |
|
61054xxxx0 |
bra*@m*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
2 |
Wells Fargo Advisors |
620 Huntingdon Pike, Rockledge, PA 19046 |
|
21537xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Helen Semus - Ameriprise Financial Services |
647 Swedesford Rd Malvern, PA 19355 |
|
61045xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jane Berryman - Financial Advisor, Ameriprise Financial Services, LLC |
100 N 18th St Ste 750, Philadelphia, PA 19103 |
|
21578xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
David Bernstein - TIAA Wealth Management Advisor |
1835 Market St Ste 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
12 |
90444 |
448 |
91340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joseph Padula - Financial Advisor, Ameriprise Financial Services, LLC |
161 Washington St Ste 1300, Conshohocken, PA 19428 |
|
61089xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vilord Wealth Advisors |
309 Fellowship Rd Ste 200, Mount Laurel, NJ 08054 |
|
85622xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cornerstone Financial Advisors |
115 Black Horse Pike Apt 1 Haddon Hgts, NJ 08035 |
|
85654xxxx5 |
mic************@l**.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
College Financial Aid Advisors |
127 N Broad St, Woodbury, NJ 08096 |
|
85668xxxx0 |
ac@t**.temple |
4.2 |
17 |
|
|
|
24 |
4723 |
5685 |
5221 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor Christian T Reinecker |
300 W State St., 2nd Floor, Media, PA 19063 |
|
80084xxxx9 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ascensus |
200 Dryden Rd E Dresher, PA 19025 |
|
21564xxxx0 |
aar********@a*******.com |
2.4 |
11 |
1 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Founding Capital |
1767 Sentry Pkwy W Ste 200 Blue Bell, PA 19422 |
|
48422xxxx2 |
bsy***@n*****.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Aized Gill |
9353 Krewstown Rd, Philadelphia, PA 19115 |
|
21526xxxx8 |
ace**@c***********.com |
|
|
|
|
|
|
173581 |
|
174673 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Kelli M Brack |
100 Gaither Dr Ste D, Mount Laurel, NJ 08054 |
|
85633xxxx8 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James Financial Services |
900 Foulk Rd Ste 201 Wilmington, DE 19803 |
|
30277xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17013 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Citizens Bank |
1620 Bethlehem Pike Flourtown, PA 19031 |
|
21523xxxx0 |
abb*********@c***********.com |
|
|
1 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
L Tom Burnley - Ameriprise Financial Services |
855 Springdale Dr Ste 100 Exton, PA 19341 |
|
48487xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
242 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Macktree Financial Services |
1 Bala Ave Bala Cynwyd, PA 19004 |
|
81743xxxx2 |
deb***@m*******.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gary Willcox - TIAA Wealth Management Advisor |
201 King Of Prussia Rd Ste 650, Radnor, PA 19087 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
12 |
90444 |
448 |
91340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
|
|
|
a-p*************@w*****************.com |
|
|
|
|
|
|
189152 |
|
190538 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joseph Myers |
307 Fellowship Rd Ste 202 Mount Laurel, NJ 08054 |
|
85674xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MJS Financial & Insurance Services |
Two Greetree Centre Ste 300 Marlton, NJ 08053 |
|
60963xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Advisors |
600 W Germantown Pike Ste 400 Plymouth Meeting, PA 19462 |
|
61094xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Corey Smith - RBC Wealth Management Financial Advisor |
1 Logan Sq Fl 17, Philadelphia, PA 19103 |
|
21555xxxx0 |
wms**********@r**.com |
|
|
|
|
|
|
10793 |
|
12053 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Firstrust Financial Resources |
1818 Market St Ste 23, Philadelphia, PA 19103 |
|
21556xxxx0 |
aco****@f*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
1 |
1919 Investment Counsel |
1717 Arch St #1320, Philadelphia, PA 19103 |
|
21598xxxx0 |
ama***@1*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cypress Financial Inc |
1500 John F Kennedy Blvd, Philadelphia, PA 19102 |
|
21585xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ardmore Capital Advisors |
44 E Lancaster Ave, Ardmore, PA 19003 |
|
61064xxxx7 |
afo***@a**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gerald Barlow - Financial Advisor, Ameriprise Financial Services |
6444 Lower York Rd, New Hope, PA 18938 |
|
21586xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
501 Marlton Pike W, Marlton, NJ 08053 |
|
85698xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity Investments |
2000 Kubach Rd Philadelphia, PA 19116 |
|
21569xxxx5 |
a61****@f*******.com |
|
|
|
|
|
|
312880 |
|
327889 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gavin Bobo - Ameriprise Financial Services |
701A Route 73 S Ste 405 Marlton, NJ 08053 |
|
85679xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Caroline Burke - Financial Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
car***********@a***.com |
|
|
|
|
|
|
622 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John DiPietro - Ameriprise Financial Services |
432 Ganttown Rd Ste 108 Sewell, NJ 08080 |
|
85621xxxx0 |
ale**********@a***.com |
|
|
|
|
|
|
195 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Motiva Financial Solutions |
1201 N Market St Ste 111 Wilmington, DE 19801 |
|
30240xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Greater Purpose |
610 Old York Rd Ste 400 Jenkintown, PA 19046 |
|
|
con****@s*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Great Valley Advisor Group | LPL Financial |
1200 Pennsylvania Ave Ste 202, Wilmington, DE 19806 |
|
30248xxxx0 |
bjo******@g******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan & Associates - Ameriprise Financial Services |
1 Dickinson Dr Ste 106 Chadds Ford, PA 19317 |
|
61023xxxx0 |
aim********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
50 Clementon Rd E, Gibbsboro, NJ 08026 |
|
85662xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Abramson, Hartnett & Associates - Ameriprise Financial Services |
161 Washington St Ste 1300 Conshohocken, PA 19428 |
|
61089xxxx0 |
and**********@a***.com |
|
|
|
|
|
|
166 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fulton Financial Advisors |
3801 Kennett Pike Ste E207 Wilmington, DE 19807 |
|
30242xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial Advisors |
200 Bellevue Pkwy Ste 250 Wilmington, DE 19809 |
|
30279xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Andreacchio - Ameriprise Financial Advisor |
701 Rte 73S Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
624 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
APM Wealth |
|
|
|
jus***@a*********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Select Us |
Evesham, NJ 08043 |
|
88871xxxx2 |
chr**@s**********.com |
4.9 |
193 |
1 |
1 |
4.8 |
89 |
3302 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Christopher Steinhauer - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
44594xxxx2 |
wms**********@r**.com |
5 |
1 |
|
|
|
|
12403 |
|
12880 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Philadelphia Wealth Management LLC |
111 S Independence Mall E, Philadelphia, PA 19106 |
|
21592xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Acanthus Associates |
211 Lazaretto Rd Ste 9f Prospect Park, PA 19076 |
|
87795xxxx6 |
ber***@m**.com |
4.3 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mercer Advisors Wealth Management |
100 W Matsonford Rd, Radnor, PA 19087 |
|
61086xxxx0 |
aar********@m*************.com |
|
|
|
|
|
|
2667 |
27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Health Group |
2 Bala Plz Ste 300 Bala Cynwyd, PA 19004 |
|
61066xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EXG Nexus Solutions |
139 Montgomery Ave Ste C Bala Cynwyd, PA 19004 |
|
26780xxxx1 |
66e*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kredit Magic |
Voorhees Township, NJ 08043 |
|
85622xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Haverford Trust Co |
3 Radnor Corporate Center #450, Radnor, PA 19087 |
|
61099xxxx0 |
am@h***************.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
InR Advisory Services |
115 W State St Ste 300, Media, PA 19063 |
|
61089xxxx7 |
cto********@c***.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ChFC Designation |
270 S Bryn Mawr Ave Bryn Mawr, PA 19010 |
|
88826xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Margaret Emerson - Raymond James |
130 N 18th St Suite 1300, Philadelphia, PA 19103 |
|
21564xxxx0 |
aar************@r***********.com |
5 |
1 |
|
|
|
|
16660 |
3583 |
18371 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paul L Gibler - Financial Advisor, Ameriprise Financial Services |
103 Brook Run, Hockessin, DE 19707 |
|
30223xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
101 Main St, Phoenixville, PA 19460 |
|
61093xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cetera Investors |
1800 John F Kennedy Blvd #800, Philadelphia, PA 19103 |
|
21556xxxx8 |
ale********@c**************.com |
4 |
4 |
|
|
|
|
1962 |
108 |
2200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
One Penn Financial Group |
3554 Hulmeville Rd Ste 112 Bensalem, PA 19020 |
|
61099xxxx0 |
bma****@o***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert Bantley |
Bala Cynwyd, PA 19004 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
30 S 17th St, Philadelphia, PA 19103 |
|
21556xxxx0 |
a.b@w*****************.com |
1 |
2 |
|
|
|
69 |
189668 |
|
190826 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1 |
|
Harvest Advisers |
501 Office Center Dr Ste 425 Fort Washington, PA 19034 |
|
21562xxxx0 |
dav**@h**************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Muntz Financial |
25 W Skippack Pike Ambler, PA 19002 |
|
21528xxxx3 |
bre****@m*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sabrina Evenosky - TIAA Financial Consultant |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
|
90701 |
480 |
91952 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Resource Advisors |
780 E Market St Ste 270, West Chester, PA 19382 |
|
61070xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Robert P. Moran, Jr - Merrill Lynch Financial Advisor |
101 Arrandale Blvd, Exton, PA 19341 |
|
61059xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rudney Solomon Cohen and Felzer |
2002 Sproul Rd Ste 102 Broomall, PA 19008 |
|
61035xxxx1 |
jst*****@r***.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Universal Credit Services |
201 Marple Ave Primos, PA 19018 |
|
61028xxxx0 |
blo*****@u**************.com |
1.8 |
73 |
|
|
|
|
37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alternative Investment Solutions |
2929 Arch St #1500, Philadelphia, PA 19104 |
|
61061xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mercer Advisors Wealth Management |
100 West Matsonford Rd suite 4-200, Wayne, PA 19087 |
|
61086xxxx0 |
aar********@m*************.com |
|
|
|
|
|
19 |
2615 |
29 |
2685 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Care Financial Advisors Inc |
900 Haddon Ave, Collingswood, NJ 08108 |
|
85685xxxx0 |
kar***********@w******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dynasty Capital Homes |
Philadelphia, PA 19126 |
|
21586xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CAPTRUST Financial Advisors |
100 S Main St, Doylestown, PA 18901 |
|
21534xxxx1 |
ali*********@c***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Main Street Investment Advisors |
70 E Main St, Moorestown, NJ 08057 |
|
85623xxxx0 |
doe*@m************.com |
|
|
|
|
|
|
42 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sweetgum Labs |
4 Blackrock Rd Yardley, PA 19067 |
|
21548xxxx5 |
inf*@s***********.com |
|
|
|
|
|
|
152 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Vincent Bona - TIAA Wealth Management Advisor |
1835 Market St Ste 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dennis Daye - Ameriprise Financial Services |
456 Germantown Pike Lafayette Hill, PA 19444 |
|
61094xxxx6 |
den**********@a***.com |
|
|
|
|
|
|
30 |
101 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
United One Financial Services |
125 W Street Rd Feasterville Trevose, PA 19053 |
|
21535xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Patrick Sullivan - Financial Advisor, Ameriprise Financial Services |
6300 Limestone Rd Ste C, Hockessin, DE 19707 |
|
30263xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grin Advisors |
466 Germantown Pike, Lafayette Hill, PA 19444 |
|
48434xxxx3 |
con****@t***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
E Money Advisors |
209 W Lancaster Ave, Paoli, PA 19301 |
|
61065xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor |
8640 Germantown Ave, Philadelphia, PA 19118 |
|
21575xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
22 |
78878 |
|
87173 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Phila Financial Group |
Philadelphia, PA 19103 |
|
21524xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Harry Orth - Financial Advisor, Ameriprise Financial Services |
3513 Concord Pike Ste 1000, Wilmington, DE 19803 |
|
30247xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
370 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fred Rosenfeld - Ameriprise Financial Advisor |
1101 Laurel Oak Rd Ste 150 Voorhees, NJ 08043 |
|
85643xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tara Rittler - Edward Jones |
433 Germantown Pike Lafayette Hill, PA 19444 |
|
61082xxxx5 |
a.j*********@e**********.com |
|
|
|
|
|
22 |
82063 |
|
91992 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Adviso Wealth |
7244 Castor Ave Ste 1075 Philadelphia, PA 19149 |
|
61084xxxx2 |
inf*@a***********.com |
5 |
3 |
|
|
|
|
65 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Private Wealth Advisor Rosalie Hunter |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx6 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tompkins Community Bank |
600 West Lancaster Ave Strafford, PA 19087 |
|
61068xxxx9 |
cus*********@t****************.com |
|
|
|
|
|
|
11274 |
30 |
10912 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A Better Financial Plan |
The Atrium 234 Mall Blvd Ste 270, King of Prussia, PA 19406 |
|
48442xxxx3 |
d*n*@a*******************.com |
3.8 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ingulli & Associates - Ameriprise Financial Services |
1717 Langhorne Newtown Rd Ste 125 Langhorne, PA 19047 |
|
26775xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Credit Gains |
1401 E Bristol St Philadelphia, PA 19124 |
|
26746xxxx6 |
|
3.3 |
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Valente Federico Investment Group |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx0 |
rbc*********@r**.com |
|
|
|
|
|
|
11074 |
|
12381 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Senior Advisors Group |
226 Green Tree Dr West Chester, PA 19382 |
|
61039xxxx0 |
inf*@m********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lauri Financial Group LLC |
630 Fairview Rd Swarthmore, PA 19081 |
|
48447xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Donald G Sellers |
701 E Baltimore Pike Suite A2, Kennett Square, PA 19348 |
|
61059xxxx2 |
and*******@c*************.ca |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Princeton Group |
301 Oxford Valley Rd Ste 102A Yardley, PA 19067 |
|
26739xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
4523 Church Rd, Mount Laurel, NJ 08054 |
|
85623xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sean Ryan - Financial Advisor, Ameriprise Financial Services |
701 Route 73 S Ste 405A, Marlton, NJ 08053 |
|
85679xxxx0 |
col*********@a***.com |
|
|
|
|
|
|
622 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Anthony J Cifelli Jr - Ameriprise Financial Services |
1000 Atrium Way Ste 401 Mount Laurel, NJ 08054 |
|
85635xxxx4 |
aci*****@a***.com |
5 |
2 |
|
|
|
|
295 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chris Sampson- Financial Educator & Insurance Advisor |
Philadelphia, PA 19107 |
|
26730xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TruMark Financial Credit Union |
600 Old York Rd Jenkintown, PA 19046 |
|
87787xxxx5 |
agn*********@t************.org |
3.9 |
11 |
3.4 |
5 |
|
|
9674 |
34 |
8852 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pa Bureau of Audits |
4600 Edgmont Ave Brookhaven, PA 19015 |
|
61044xxxx0 |
aa@p*.gov |
|
|
1 |
1 |
|
|
250946 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Winthrop Partners |
100 Mechanics St, Doylestown, PA 18901 |
|
26745xxxx1 |
bri*************@w***************.com |
5 |
8 |
|
|
5 |
1 |
244 |
|
243 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Setarcos Wealth Advisors LLC |
325 Chestnut St Unit 800, Philadelphia, PA 19106 |
|
26750xxxx5 |
inf*@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Securities America |
309 Fellowship Rd Mount Laurel, NJ 08054 |
|
85664xxxx1 |
aad********@s****************.com |
|
|
|
|
|
|
1287 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ryan D Wizov - Ameriprise Financial Services |
456 Germantown Pike Lafayette Hill, PA 19444 |
|
61023xxxx8 |
dns*****@a***.com |
|
|
1 |
1 |
|
|
261 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nick Sarlo - TD Wealth Financial Advisor |
336 Marlton Pike W, Marlton, NJ 08053 |
|
60970xxxx9 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morrow Funding Services |
526 S Claymont St Wilmington, DE 19801 |
|
30238xxxx7 |
dat*****************@i****.de |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Next Level Financial Advisors - Ameriprise Financial Services |
790 Penllyn Blue Bell Pike Ste 300 Blue Bell, PA 19422 |
|
88878xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Interface Financial Group |
5103 Brandywine Dr Eagleville, PA 19403 |
|
61053xxxx4 |
a.m****@i*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
488 Evesham Rd, Cherry Hill, NJ 08003 |
|
85621xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dennis Piccone - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
|
90958 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Lindia - Morgan Stanley Financial Advisor |
4001 Kennett Pike Ste 216, Greenville, DE 19807 |
|
30257xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Scott Judge - Financial Advisor, Ameriprise Financial Services |
3513 Concord Pike Ste 1000, Wilmington, DE 19803 |
|
30247xxxx5 |
cha*************@a***.com |
|
|
|
|
|
|
376 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tackle Box Finance |
Aldan, PA 19018 |
|
83330xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kristina Squitieri, Financial Advisor |
3000 Atrium Way Ste 400, Mount Laurel, NJ 08054 |
|
85668xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cifelli Wealth Management - Ameriprise Financial Services |
1000 Atrium Way Ste 401 Mount Laurel, NJ 08054 |
|
85635xxxx4 |
aci*****@a***.com |
|
|
|
|
|
|
298 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Simonetti Small Group - Morgan Stanley Private Wealth Advisors |
1 Liberty Place - 1650 Market Street 42nd Floor, Philadelphia, PA 19103 |
|
21585xxxx9 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Efficient Advisors |
1801 Market St #1010, Philadelphia, PA 19103 |
|
88832xxxx0 |
ale*@e****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Keyonda's Credit Repair |
Claymont, DE 19703 |
|
30286xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
William J McLeer - Ameriprise Financial Services |
1105 Laurel Oak Rd Ste 142 Voorhees, NJ 08043 |
|
85674xxxx0 |
cha**************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bank of America Private Client Advisor William J. Meagher |
1600 John F Kennedy Blvd 7th Floor, Philadelphia, PA 19103 |
|
26767xxxx2 |
ban**********@e****.bankofamerica |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Daniel McDevitt - Financial Advisor, Ameriprise Financial Services |
610 Freedom Business Ctr Dr Ste 230, King Of Prussia, PA 19406 |
|
61099xxxx0 |
dan**************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Beacon Pointe Advisors |
Two Bala Plaza APT 806, Bala Cynwyd, PA 19004 |
|
61066xxxx0 |
aba*****@b***********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lansing Street Advisors |
122 E Butler Ave, Ambler, PA 19002 |
|
21563xxxx4 |
inf*@l*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Renu Rajankutty Dutta - Morgan Stanley Financial Advisor |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx9 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1675 Clements Bridge Rd, Deptford, NJ 08096 |
|
85684xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mark Mairone |
139 Windswept Dr Feasterville-Trevose, PA 19053 |
|
26735xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CJIC Group |
Oaklyn, NJ 08107 |
|
85647xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
West Capital Management |
1818 Market St Suite 3323, Philadelphia, PA 19103 |
|
21573xxxx0 |
dna*****@w**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Private Wealth Advisor Peter A Rohr |
1600 John F Kennedy Blvd, Four Penn Center, 7th Floor, Philadelphia, PA 19103 |
|
61097xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
E*TRADE |
150 Allendale Rd King of Prussia, PA 19406 |
|
86678xxxx4 |
ale*************@e*****.com |
1.6 |
7 |
3 |
2 |
|
|
166671 |
|
170525 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Van Buren Financial |
615 W 18th St Wilmington, DE 19802 |
|
30265xxxx5 |
bec***@v****************.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
2730 Dekaln Pike, East Norriton, PA 19401 |
|
61027xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thomas Delaney - TIAA Wealth Management Advisor |
3000 Atrium Way, Mount Laurel, NJ 08054 |
|
87765xxxx1 |
acc******************@t***.org |
|
|
|
|
|
12 |
90444 |
449 |
91340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Phila Urban Finance Corporation |
100 N 17th St, Philadelphia, PA 19103 |
|
21555xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1520 Route 38, Hainesport, NJ 08036 |
|
60926xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gerald Klatz - Ameriprise Financial Services |
161 Washington St Ste 1300 Conshohocken, PA 19428 |
|
61089xxxx5 |
ale***************@a***.com |
|
|
|
|
|
|
132 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
McAdam Financial Group - Christopher Colasurdo |
1880 John F Kennedy Blvd #1600, Philadelphia, PA 19103 |
|
21539xxxx4 |
aar**@m*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blue Bell Wealth Advisors |
593 Skippack Pike Ste 100 Blue Bell, PA 19422 |
|
21546xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Be Intentional Financial |
|
|
31451xxxx0 |
riv**@b*********************.com |
|
|
|
|
|
|
165 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Primerica |
1100 E Hector St Ste 334 Conshohocken, PA 19428 |
|
61094xxxx0 |
ada@p********.com |
4.4 |
7 |
|
|
|
|
145588 |
3768 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matthew Fleming - TIAA Wealth Management Advisor |
1835 Market St Ste 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Patrick Kinch - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx5 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Abeer Aasir - TD Wealth Financial Advisor |
284 Egg Harbor Rd, Sewell, NJ 08080 |
|
60947xxxx3 |
ank********@t*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
JP Refund Services |
501 Cambria Ave Ste- 209 Bensalem, PA 19020 |
|
51357xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Essential Solutions |
Philadelphia, PA 19126 |
|
87778xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
eMark Financial |
Bensalem, PA 19020 |
|
21524xxxx4 |
mar***********@s********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Filimon Benefits Group |
505 S Lenola Rd Ste 132 Moorestown, NJ 08057 |
|
85684xxxx2 |
sfi*****@w****************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor W. Joseph Torrance |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx3 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wedmont Private Capital |
2 West Market St Ste 100 West Chester, PA 19382 |
|
61088xxxx0 |
car****@w******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Myers Capital Management |
1444 Saint Charles Pl Abington, PA 19001 |
|
21565xxxx0 |
pau*@m*******.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Daniel Samarin - Ameriprise Financial Services |
1000 Germantown Pike Ste H1 Plymouth Meeting, PA 19462 |
|
61094xxxx3 |
dan***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Debt Free Solutions |
Ambler, PA 19002 |
|
26759xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Padden Cooper, CPA's |
150 Himmelein Rd Medford, NJ 08055 |
|
60995xxxx0 |
ada*@p***********.com |
4.2 |
11 |
5 |
4 |
|
|
392 |
33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|