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3477 Corporate Parkway Suite 100, Center Valley, PA 18034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-14 |
| NJ | RA | APPROVED | 2024-01-31 |
| PA | RA | APPROVED | 2024-01-22 |
| TX | RA | APPROVED | 2024-01-22 |
Branch Locations
3477 Corporate Parkway Suite 100, Center Valley, PA 18034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Center Valley | PA | 09/2012 | 01/2024 |
| Private Advisor Group, Llc | Morristown | NJ | 09/2012 | 01/2024 |
| Brightside Wealth Planning, Llc | Center Valley | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-09 |
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