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1000 Market Street, Lewisburg, PA 17837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lewisburg | PA | 11/2015 | 09/2020 |
| Koss Financial Group | Lewisburg | PA | 12/2004 | Present |
| Raymond James Financial Services Advisors Inc. | Lewisburg | PA | 04/2017 | 09/2020 |
| Tower Wealth Partners, Inc. | Lewisburg | PA | 09/2020 | Present |
| J Alden Associates, Inc | Lewisburg | PA | 10/2020 | 12/2024 |
1) Insurance licensed. Same address. Non-advisory. Less than 10% of business time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-29 |
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