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400 W Main St., Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Savings Bank | Danbury | CT | 10/2011 | 08/2020 |
| Raymond James Financial Services, Inc. | Danbury | CT | 10/2013 | 11/2018 |
| Raymond James Financial Services Advisors Inc. | Danbury | CT | 10/2013 | 11/2018 |
| Lifeguide Financial Advisors, Llc | Mechanicsburg | PA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-15 |
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