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Easton, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-08-29 |
Branch Locations
417 Cattell St., Easton, PA 18042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schaeffer Financial & Tax, Llc | Easton | PA | 01/2006 | Present |
| Crayola, Llc | Easton | PA | 05/2004 | 03/2017 |
| Green Pond United Methodist Church | Easton | PA | 02/2017 | 11/2018 |
Business Name: Schaeffer Financial & Tax, LLC Address: 2614 Hermitage Ave Easton, PA 18045 Nature of business: Small business/non-profit accounting, income tax return preparation and filing (non investment-related) Position: Owner, Accountant Duties: General small business/non-profit accounting, prepare and file income tax returns Start date: 1/1/2006 Approx. hours devoted: 120 hours per month during the months of January, February, March, and April; 40 hours per month rest of year. Approx. hours devoted during securities trading hours: 90 hours per month during the months of January, February, March, and April; 30 hours per month rest of year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-22 |
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