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940 E. Boot Rd. Suite 101, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-30 |
| PA | RA | APPROVED | 2014-05-05 |
Branch Locations
940 E. Boot Rd. Suite 101, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | West Chester | PA | 11/2007 | 01/2017 |
| Fc Advisory, Llc | West Chester | PA | 02/2014 | Present |
| The Financial Coach Group | West Chester | PA | 10/1999 | Present |
1. 11/28/2011 - NOTARY - I HAVE OBTAINED THE LICENSE TO BE A NOTARY IN THE STATE OF PENNSYLVANIA, CHESTER COUNTY. THE PURPOSE OF THIS IS TO BE ABLE TO NOTARIZE DOCUMENTS FOR MY CLIENTS IF THEY NEED A NOTARY. THIS AS A VALUE ADD FOR OUR CLIENTS AND I DO NOT CHARGE THEM. - 2% OF TIME SPENT - WEST CHESTER, PA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-14 |
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