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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-11 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
3477 Corporate Parkway Suite 100, Central Valley, PA 18034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | North Plainfield | NJ | 12/2015 | 07/2017 |
| Morgan Stanley | Allentown | PA | 08/2017 | 12/2018 |
| Advice And Planning Services | Center Valley | PA | 01/2019 | 05/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Center Valley | PA | 01/2019 | 05/2026 |
| Wealthcare Advisory Partners Llc | Center Valley | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-22 |
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