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Tafton, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | New York | NY | 01/2007 | 04/2017 |
| Grand Coast Properties, Llc | Porter Ranch | CA | 07/2018 | Present |
| Madison Valley Group, Inc. | Porter Ranch | CA | 04/2021 | Present |
| Kg Partners Ii, Inc. | Porter Ranch | CA | 05/2022 | Present |
| Kg Partners, Inc. | Porter Ranch | CA | 04/2017 | Present |
| Northeast Financial Group, Inc. | Porter Ranch | CA | 03/2025 | 01/2026 |
| Lakewood Financial Group, Llc | Tafton | PA | 01/2026 | Present |
1. KG Partners, Inc.; No; 19360 Rinaldi Street, STE 471 Porter Ranch, CA 91326; Fast Food Restaurants; Partner; April 2017; ~20 hours/month; ~5 hours/week; Business Strategy/Leadership 2. KG Partners II, Inc.; No; 19360 Rinaldi Street, STE 471 Porter Ranch, CA 91326; Fast Food Restaurants; Partner; May 2022; ~20 hours/month; ~5 hours/week; Business Strategy/Leadership 3. Madison Valley Group, Inc.; No; 19360 Rinaldi Street, STE 704 Porter Ranch, CA 91326; Fast Food Restaurants; Partner; April 2021; ~5 hours/month; ~2 hours/week; Business Strategy/Leadership; 4. Grand Coast Properties, LLC; Yes (not securities but real estate); 20430 W Arbella Pl Porter Ranch, CA 91326; Single Family Home Rentals; Owner; July 2018; ~1 hour/month; ~1 hour/month; Business Strategy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-29 |
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