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1027 Mumma Road, Lemoyne, PA 17043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-29 |
| PA | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2014 | 03/2018 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2014 | 03/2018 |
| Kestra Investment Services, Llc. | Lemoyne | PA | 03/2018 | 04/2026 |
| Kestra Advisory Services, Llc. | Lemoyne | PA | 03/2018 | 04/2026 |
| Ni Acquisitions Company, Llc, Doing Business As Boden Wealth | Lemoyne | PA | 04/2026 | Present |
Business Name: Imboden Ventures, LLC Investment Related: No Address: 120 Locust Ln. Dillsburg PA 17019 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 10/9/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Own residential rental properties. Business Name: Legacy Communications, LLC Investment Related: No Address: 617 Robert Street Mechanicsburg PA 17050 Nature of Business: Other Other/None of the Above Providing communication training and leadership training to individuals and organizations Position, Title or Relationship: Fractional CFO Start Date: 4/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Providing general financial guidance, firmwide budgeting, forecasting, expense mapping, etc... Business Name: GOLDEN YEARS HEALTH BROKERAGE, LLC POSITION: Owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 03/06/2020 ADDRESS: 1027 Mumma Road, Lemoyne PA 17043 DESCRIPTION: Servicing existing clients and building new client relationships. Business Name: THREEFOLD EDUCATION ASSOCIATION BOARD POSITION: Board Member and Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 11/08/2022 ADDRESS: 1559 Boiling Springs Road, Boiling Springs PA 17007 DESCRIPTION: Strategic planning for the school, strategic planning regarding educational freedom and school choice expansion through Pennsylvania. As Treasurer, I will be a spot check on their spending, P&L, etc... Business Name: THE BORN PODCAST POSITION: Owner/Host NATURE: Podcast Host INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 1027 Mumma Road, Lemoyne PA 17043 DESCRIPTION: Find guests, perform podcast interviews. Business Name: NI ACQUISITIONS COMPANY, LLC POSITION: CEO and Owner NATURE: Tax Entity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2023 ADDRESS: 1027 Mumma Road, Lemoyne PA 17043 DESCRIPTION: Own and manage the LLC, manage finances, pay bills/taxes, etc...
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-27 |
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