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Lambertville, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-02 |
| PA | RA | APPROVED | 2025-09-04 |
| NJ | RA | APPROVED | 2025-01-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2015 | 12/2017 |
| Wells Fargo Clearing Services Llc | Warren | NJ | 12/2017 | 10/2022 |
| Ambassador Advisors, Llc | Lancaster | PA | 11/2022 | 12/2023 |
| American Portfolios Financial Services, Inc. | Lancaster | PA | 10/2022 | 07/2024 |
| Faithward Advisors, Llc | Lancaster | PA | 05/2023 | 07/2024 |
| Greythorne Advisors Llc | Lambertville | NJ | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-24 |
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