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232 Regent Court, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-03 |
Branch Locations
801-1 Pike Street, Lemont, PA 16851 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-11-22 |
| PA | RA | APPROVED | 2021-10-08 |
Branch Locations
801-1 Pike Street, Lemont, PA 16851 • United States
801-1 Pike Street, Lemont, PA 16851 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-24 |
Branch Locations
801-1 Pike Street, Lemont, PA 16851 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eventide Asset Management | Boston | MA | 01/2015 | 05/2019 |
| Investment Research Partners | Lemont | PA | 06/2019 | Present |
| Avail Investment Partners, Llc | Lemont | PA | 09/2021 | Present |
| Abundance Wealth Counselors | State College | PA | 08/2022 | Present |
1620 Investment Advisors, Inc. 36 Cordage Park Circle, Suite 222, Plymouth, MA 02360 Passive owner (7%) through prior employment. Not active in business since 2006. CFA Institute 915 E. High Street, Charlottesville, VA 22902 Engaged in consulting related to CFA examination process, remote writing of questions and two in person team meetings per year. Started 2012. Causeway Properties, LLC 416 Nimitz Avenue, State College, PA 16801 Member, real estate investment partnership, limited involvement/time commitment. Started - 04/2014. ClearWater Conservancy 2555 North Atherton Street, State College, PA 16803 Volunteer, sit on Finance and Investment Committee for local environmental non-profit, participate in monthly meetings, review and evaluate budgetary and financial information, approve and monitor investment manager Started - 01/2015. Mt Nittany Properties, LLC 416 Nimitz Avenue, State College, PA 16801 Member, real estate investment partnership, limited involvement/time commitment. Started - 12/2017. West Nittany Group, LLC 126 East Foster Avenue, State College, PA 16801 Member, real estate investment partnership, limited involvement/time commitment. Started - 7/2018. Avail Investment Partners, LLC 801-1 Pike Street Lemont, PA 16851 Partner, IAR - 8/2021 Investment Research Partners, LLC 801-1 Pike Street Lemont, PA 16851 Partner, IAR - 6/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-12 |
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