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New Hope, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-09 |
| NJ | RA | APPROVED | 2026-04-21 |
| PA | RA | APPROVED | 2025-10-30 |
Branch Locations
New Hope, PA • United States
Zepher Cove, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-19 |
| PA | RA | APPROVED | 2024-02-27 |
Branch Locations
Zepher Cove, NV • United States
New Hope, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifelong Retirement Corp | New Hope | PA | 01/2011 | Present |
| Lifelong Financial Corp | New Hope | PA | 06/2024 | Present |
| Questar Capital Corporation | Minneapolis | MN | 02/2016 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 02/2016 | 03/2019 |
| Woodbury Financial Services, Inc. | New Hope | PA | 03/2019 | 04/2019 |
| Woodbury Financial Services, Inc. | New Hope | PA | 03/2019 | 04/2019 |
| Advisory Advocates Llc | New Hope | PA | 02/2023 | 04/2023 |
| Equity Advisors Llc | New Hope | PA | 02/2024 | Present |
| Lifelong Advisory Corp | New Hope | PA | 04/2025 | Present |
| Lifelong Advisory Corp | New Hope | PA | 07/2025 | Present |
LIFELONG RETIREMENT CORP. POSITION: Insurance Agent. NATURE: Fixed insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 02/29/2016 ADDRESS: 29 Bridlewood Drive, New Hope PA 18938, United States DESCRIPTION: All forms of personal lines of insurance, including GUL, FIUL, Fixed Annuities, LTC, Critical illness, disability insurance, term life. UNDERWRITERS MARKETING SERVICE. POSITION: Board Member. NATURE: Member of FMO Board. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/29/2016 ADDRESS: 100 Century Pkwy, Mount Laurel NJ 08054, United States DESCRIPTION: Advise my FMO on serving its agents. Meet quarterly generally. UNDERWRITERS MARKETING SERVICE. POSITION: CE Instructor. NATURE: CE Training. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/29/2016 ADDRESS: 100 Century Pkwy, Mount Laurel NJ 08054, United States DESCRIPTION: Teach continuing education coursework for social security and annuity classes for my FMO's NJ-Licensed CE School and CPE for accountants. LIFELONG RETIREMENT CORP POSITION: SALES NATURE: SOLICITING PREMIUM FINANCING OR STRUCTURED FINANCING FOR LIFE INSURANCE. CURRENTLY USING THE KAIZAN STRUCTURED PREMIUM FINANCING BUSINESS MODEL INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/26/2018 ADDRESS: 29 BRIDLEWOOD DRIVE, NEW HOPE PA 18938, United States DESCRIPTION: SOLICITATION OF PREMIUM FINANCING FOR LIFE INSURANCE PROSPECTS/CLIENTS WHERE APPROPRIATE. MICHELLE FORD POSITION: 1031 EXCHANGE CONSULTANT. NATURE: INDEPENDENT CONTRACTOR. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/2022 ADDRESS: 29 BRIDLEWOOD DR, NEW HOPE PA 18938, United States DESCRIPTION: ASSISTS PROPERTY INVESTORS BY FACILITATING 1031 TRANSACTIONS THROUGH QUALIFIED INTERMEDIARIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
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