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400 W Main St., Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-10 |
| PA | RA | APPROVED | 2016-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Mechanicsburg | PA | 09/2004 | 11/2016 |
| Lifeguide Financial Advisors, Llc | Mechanicsburg | PA | 01/2014 | Present |
1) PSALMS241, LLC; investment-related; same address; rental property business; owner; since 01/2021; approximately 4 hours per month; management decisions for LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-24 |
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