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51 Monroe Street Suite 1902, Rockville, MD 20850 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-12-12 |
Branch Locations
51 Monroe Street Suite 1902, Rockville, MD 20850 • United States
604 Mcknight Park Drive, Pittsburgh, PA 15237 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Side Christian Health Center | Pittsburg | PA | 06/2011 | Present |
| H. D. Vest Investment Services | Export | PA | 11/2012 | Present |
| Quantum Financial Advisors Inc. | Rockville | MD | 11/2019 | Present |
| Avantax Investment Services, Inc. | Export | PA | 12/2012 | Present |
Association of Certified Fraud Eximiners~'NIR'~716 West Ave~Austin~TX~78701-2727~Other~Other~2/17/1997~0hrs~40hrs~Member|Precept Consulting, Inc.~'NIR'~1015 Hunt Club Court~Export~PA~15632~Tax Preparation/Accounting~President~1/1/2015~80hrs~60hrs~Assist clients with accounting services and tax preparation|Pennsylvania Institute of Certified Public Account~'NIR'~1650 Arch Street Suite 4017~Philadelphia~PA~19103~Accounting~Other~4/20/1988~0hrs~40hrs~Member|The Blessing Foundation~'NIR'~1015 Hunt Club Court~Export~PA~15632~Nonprofit~Director/Officer~1/1/2008~20hrs~40hrs~Responsible for envisioning the activities and future of the organization ensuring that work done fits within the organizations mission.|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-10-03 |
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