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3705 Concord Pike, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-06 |
Branch Locations
985 Old Eagle School Rd., Wayne, PA 19087 • United States
3705 Concord Pike, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gameplan Financial | Vorhees | PA | 01/2014 | 12/2016 |
| Allstate Insurance Brokerage | Collegeville | PA | 01/2016 | 12/2018 |
| Part-Time Unemployment | Collegeville | PA | 01/2019 | 09/2019 |
| Pinnacle Financial Services | Warminster | PA | 09/2019 | 12/2023 |
| Iams Wealth Management | Elkhorn | NE | 01/2021 | 01/2022 |
| Brookstone Wealth Advisors | Grand Rapids | MI | 01/2022 | 08/2023 |
| Diversified Enterprises, Llc Dba Diversified, Llc | Wayne | PA | 07/2024 | Present |
| Allianz Gameplan Financial | Mount Laurel | NJ | 05/2014 | 06/2018 |
| Self Employed | Collegeville | PA | 12/2023 | 07/2024 |
10/2013 GRC LLC; gas station lease/real estate; Shareholder; 2588 Grays Run Road Trout Run, PA 17771; Non Investment Related; 0 hours spent; receive royalty income/no participation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-21 |
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