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Saint Louis, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-24 |
| PA | RA | APPROVED | 2014-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metanoia Financial, Llc | Philadelphia | PA | 12/2009 | Present |
Temple University 1801 N. Broad Street Philadelphia, PA 19122 Higher education university, not investment-related Independent Contractor Started 5/31/18 Approximately 3 hours/month total with 2 hours/month during trading hours I teach Non-Credit Retirement Planning classes at Temple University as an independent contractor. I do not receive compensation for teaching the classes. These seminars are purely educational in nature and do not involve the sale of any investment products. Information presented is not be based on any individual's person's need, nor do I provide individualized investment advice to attendees during these classes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-25 |
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