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201 South State St. Suite 1A, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2026-02-12 |
Branch Locations
201 South State St. Suite 1A, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Philadelphia | PA | 03/2007 | 09/2016 |
| H. Beck, Inc. | Bethesda | MD | 09/2016 | 11/2019 |
| Valley Financial Solutions | Flourtown | PA | 09/2016 | 11/2019 |
| Valley Financial Group | Flourtown | PA | 09/2016 | 11/2019 |
| Private Client Services | Newtown | PA | 11/2019 | Present |
| Pwa Financial | Newtown | PA | 11/2019 | 12/2025 |
| Pwa Financial | Newtown | PA | 11/2019 | 12/2025 |
| Valley Financial Group | Huntingdon Valley | PA | 09/2016 | 11/2019 |
| Valley Financial Group | Huntingdon Valley | PA | 02/2016 | 11/2019 |
| Cmc Wealth Partners | Huntingdon Valley | PA | 11/2019 | Present |
| Pw Nova Financial Services | Newtown | PA | 08/2025 | Present |
1) INSURANCE. 503 WASHINGTON AVE, LIFE INSURANCE. LIFE INSURANCE SALES. 10 HRS/MO; 1 DURING TRADING HRS. 2) ROA. 503 E. WASHINGTON AVE, NEWTON, PA. RIA. CFP. 80 HRS/MO; 40 DURING TRADING HRS. 3) CMC WEALTH PARTNERS. 503 WASHINGTON AVE, NEWTON, PA. FINANCIAL ADVISORY. 100 HRS/MO; 4 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-13 |
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