Edward V. Rimbenieks

SHARP FINANCIAL

Horsham, PA 19044

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CRD#: 4616210

Professional summary

Edward Vents Rimbenieks is a registered financial advisor currently at SHARP FINANCIAL located in Horsham, Pennsylvania and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Edward has worked at 6 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Sharp Wealth Advisory dba The Sharp Financial Group. Investment Related. 100 Tournament Drive, Suite 310, Horsham, PA 19044. Investment Advisory and Wealth Planning. Wealth Financial Advisor. Start 12/2019. 150 Hrs/Mo; 130 Hrs During Trading Hours. Client Relationship Managements, Wealth Planning, and Account Maintenance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Vents Rimbenieks's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 7, 2017 - Present

SHARP FINANCIAL

Office #1: 100 Tournament Drive Suite 310, Horsham, PA 19044

RIA

CRD#: 289325

Horsham, PA

Current

July 20, 2022 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

CRD#: 40002

Wayne, PA

Past

November 17, 2017 - March 25, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Horsham, PA

Past

June 23, 2005 - September 14, 2016

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

July 16, 2003 - April 20, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WEST CHESTER, PA

Past

March 6, 2003 - April 20, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 6, 2003 - April 20, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SHARP FINANCIAL

SHARP FINANCIAL | THE SHARP FINANCIAL GROUP | SHARP WEALTH ADVISORY, LLC | SHARP FINANCIAL SERVICES, LLC | SHARP FINANCIAL GROUP

CRD#: 289325 / SEC#: 801-111775

RIA

Registered Investment Advisory firm - (10/3/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Pennsylvania
(11/7/2017)

Pennsylvania
(7/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/1/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/4/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SHARP FINANCIAL

SHARP FINANCIAL | THE SHARP FINANCIAL GROUP | SHARP WEALTH ADVISORY, LLC | SHARP FINANCIAL SERVICES, LLC | SHARP FINANCIAL GROUP

CRD#: 289325 / SEC#: 801-111775

RIA

Registered Investment Advisory firm - (10/3/2017 Approved)

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Contact information

Main Address

100 Tournament Drive Suite 310, Horsham, PA 19044

Mailing Address

Phone number

(215) 659-2130

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHARP FINANCIAL SERVICES DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, WRAP FEE BROCHURE AND PRIVACY POLICY (3/18/2025)

Regulatory assets under management

Total Number of Accounts	430
AUM (Assets Under Management)	$ 391,897,821

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Edward V. Rimbenieks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Vents Rimbenieks's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. ALDEN ASSOCIATES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

VANGUARD MARKETING CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SHARP FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 4/1/2003

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/4/2003

FINRA

Current Firm

SHARP FINANCIAL

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHARP FINANCIAL

TRUST BUT VERIFY

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