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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | York | PA | 09/2015 | 08/2026 |
| Primerica Financial Services | York | PA | 09/2014 | 08/2026 |
| Randstand | Marietta | PA | 05/2016 | 03/2021 |
| Swope Financial Partners | York | PA | 02/2023 | 08/2026 |
| Your Ia | York | PA | 08/2026 | Present |
| Swope & Thayer Financial Partners | York | PA | 08/2026 | Present |
Swope and Thayer Financial Partners | Investment Related | 321 Harvest Field Lane, York, PA | Financial advice | Financial Advisor | Owner | August 2026 | 30 hours per month | 30 hours during securities trading hours | Doing business as (DBA) name under Your IA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-21 |
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