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Dina Robin Roan

Mcclarren Financial Advisors

State College, PA

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Current Employers
Mcclarren Financial Advisors

270 Walker Drive, #200, State College, PA 16801 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-12-17
  • PA RA
    APPROVED
    Since 2024-12-17

Branch Locations

270 Walker Drive, #200, State College, PA 16801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2024 → Present
    Mcclarren Financial Advisors
    State College, PA
  • 10/2017 → 11/2023
    Mariner Wealth Advisors
    State College, PA
  • 01/2016 → 08/2017
    Johnson Brothers Accounting
    Spring Mills, PA
  • 11/2023 → 03/2024
    Unemployed
    Centre Hall, PA
  • 09/2015 → 12/2016
    Stay At Home Mom
    Centre Hall, PA
Exams
CodeExamDate
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
  • 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
Other Names
  • Dina Grove
  • Dina Boyles
  • Dina Robin Boyles

View on SEC IAPD

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Other Investors

Jeffrey Malcolm Weatherford
DOREEN LEONA KOLENO
BENJAMIN WESTPHAL PAYNE
Cy Treaster
ROBERT HENRY PFAHL
DAVID L ROSENBLATT
ROBERT JOHN HINSON
JENNIFER A NEWMAN

Other Offices

VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · State College, PA
VICUS CAPITAL, INC. · State College, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · STATE COLLEGE, PA
NESTLERODE & LOY, INC. · STATE COLLEGE, PA
NESTLERODE & LOY, INC. · STATE COLLEGE, PA
ABUNDANCE WEALTH COUNSELORS, LLC · STATE COLLEGE, PA

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