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Lewes, DE • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-06 |
| PA | RA | APPROVED | 2025-09-22 |
| DE | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jones Accounting Company, Llc | Mechanicsburg | PA | 11/2012 | Present |
| Hd Vest Advisory Services | Mechanicsburg | PA | 03/2016 | 05/2019 |
| Hd Vest Insurance Agency | Irving | TX | 03/2016 | 05/2019 |
| Commonwealth Of Pennsylvania Comptroller'S Office | Harrisburg | PA | 05/2016 | 03/2018 |
| National Dentex Corp | Palm Beach Gardens | FL | 04/2018 | 04/2019 |
| Transcore | Harrisburg | PA | 04/2019 | Present |
| Hd Vest Investment Services | Mechanicsburg | PA | 03/2016 | 05/2019 |
| Watchtower Wealth Management, Inc. | Harrisburg | PA | 05/2019 | 11/2024 |
| Great Ocean Road Financial, Llc | Lewes | DE | 12/2024 | Present |
Jones Accounting Company LLC~'NIR'~34491 Skyler Drive, Lewes DE 19958~Tax Preparation/Accounting~Owner/Sole Proprietor~11/1/2012~20hrs~30hrs~Accounting, bookkeeping, and tax preparation|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-25 |
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