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Lauren A. Strunk

Some features on this profile are disabled
CRD#: 4905644
LS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lauren Anne Strunk, who also goes by Lauren A Bunn, Lauren Anne Bunn, was a registered financial professional .

Lauren is a previously registered financial professional and started their career in finance in 2006. Lauren had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lauren A Bunn | Lauren Anne Bunn

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) 1. Sharp Financial Services 2. Investment related 3. 100 Tournament Dr., Suite 310 Horsham, PA 19044 4. Investment Advisory & Wealth Planning 5. Wealth Advisor 6. 10/2017 7. 150 hrs/mo 8. 120 hrs during trading 9. Client Relationship management, wealth planning and account maintenance 2) 1. The Sharp Financial Group 2. Investment related 3. 100 Tournament Dr., Suite 310 Horsham, PA 19044 4. RIA 5. Wealth Advisor 6. 3/2021 7. 20 hrs/mo 8. 20 hours during trading 9. Personal Financial Plannin, inputting plans in their CRM 3) 1. Fixed Insurance 2. Investment related 3. 100 Tournament Dr. Suite 250, Horsham, PA 19044 4. Fixed / Traditional Insurance 5. Agent 6. 03/2021 7. 4 hrs/mo 8. 4 hrs during trading 9. Sales of fixed / Traditional insurance products

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 20, 2022 - January 31, 2024

J. ALDEN ASSOCIATES, INC.

BD
CRD#: 40002
WAYNE, PA
Past

November 10, 2021 - March 28, 2024

SHARP FINANCIAL

RIA
CRD#: 289325
HORSHAM, PA
Past

March 19, 2021 - March 25, 2022

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Horsham, PA
Past

November 15, 2017 - March 29, 2019

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Horsham, PA
Past

November 6, 2017 - December 24, 2019

SHARP FINANCIAL

RIA
CRD#: 289325
HORSHAM, PA
Past

July 30, 2009 - December 1, 2015

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
HARSHAM, PA
Past

November 21, 2008 - December 1, 2015

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
HORSHAM, PA
Past

September 25, 2006 - July 11, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENNINGTON, NJ
Past

September 11, 2006 - July 11, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PENNINGTON, NJ

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/22/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/8/2006
General Securities Representative Examination

Current Firm

JA
J. ALDEN ASSOCIATES, INC.
ADI-DASSLER INTERNATIONAL OFFICE | THE GALBREATH GROUP | STRATEGIC WEALTH MANAGEMENT | SHARP FINANCIAL | PURSUE WEALTH PARTMERS, LLC | PINE VALLEY INVESTMENTS | NEWCLEUS | NEMES RUSH | MONUMENTAL INVESTMENTS | MADISON SIXTY, LLC | KINGS MANAGMENT | J. ALDEN ASSOCIATES, INC. | ATHENA | AMBASSADOR FINANCIAL GROUP, LLC | ALDEN INVESTMENT GROUP

CRD#: 40002 / SEC#: , 8-48938

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
37 West Ave Suite 301, Wayne, PA 19087
Mailing Address
37 West Ave Suite 300, Wayne, PA 19087
Phone number
(215) 572-8700
Established
Delaware since 10/30/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CALFO, LEE ALBERTCEO, PRINCIPAL, RESEARCH PRINCIPAL4782334
CASTLE CREEK LAUNCHPAD FUND I, LPSHAREHOLDER
SMITH, KENNETH RICHARDPRINCIPAL, CHIEF COMPLIANCE OFFICER, MUNICIPAL SECURITIES PRINCIPAL, AMLCO2300203
ENGELBACH, PETER ALDENPRESIDENT, PRINCIPAL, OPTIONS PRINCIPAL201177
KINZER, CAROL ANNFINOP4519471

Disclosures

Regulatory Event3
Civil Event1

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.

Company Information

J. ALDEN ASSOCIATES, INC.

CRD#: 40002

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