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Mcclarren Financial Advisors CRD 122147
$453M regulatory AUM 16 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
270 Walker Drive, #200, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-17 |
Branch Locations
270 Walker Drive, #200, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcclarren Financial Advisors | State College | PA | 03/2024 | Present |
| Mariner Wealth Advisors | State College | PA | 10/2017 | 11/2023 |
| Johnson Brothers Accounting | Spring Mills | PA | 01/2016 | 08/2017 |
| Unemployed | Centre Hall | PA | 11/2023 | 03/2024 |
| Stay At Home Mom | Centre Hall | PA | 09/2015 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-14 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-29 |
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