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Haley Elizabeth Koss

Tower Wealth Partners

Lewisburg, PA

Carmel, IN

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Current Employers
Tower Wealth Partners

1000 Market Street, Lewisburg, PA 17837 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-08-27
PA RA APPROVED 2020-09-30
  • IN RA
    APPROVED
    Since 2024-08-27
  • PA RA
    APPROVED
    Since 2020-09-30

Branch Locations

1000 Market Street, Lewisburg, PA 17837 • United States

Carmel, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Lewisburg PA 06/2019 09/2020
Cummins, Inc. Nashville TN 07/2017 05/2019
Airbnb/Self Nashville TN 03/2017 07/2018
Unemployed Lewisburg PA 05/2016 02/2017
Tower Wealth Partners, Inc. Lewisburg PA 09/2020 Present
Raymond James Financial Services Advisors Inc. Lewisburg PA 10/2019 09/2020
J Alden Associates, Inc Lewisburg PA 10/2020 12/2024
  • 06/2019 → 09/2020
    Raymond James Financial Services, Inc.
    Lewisburg, PA
  • 07/2017 → 05/2019
    Cummins, Inc.
    Nashville, TN
  • 03/2017 → 07/2018
    Airbnb/Self
    Nashville, TN
  • 05/2016 → 02/2017
    Unemployed
    Lewisburg, PA
  • 09/2020 → Present
    Tower Wealth Partners, Inc.
    Lewisburg, PA
  • 10/2019 → 09/2020
    Lewisburg, PA
  • 10/2020 → 12/2024
    J Alden Associates, Inc
    Lewisburg, PA
Previous Registrations
Other Businesses

1) Insurance licensed. Same address. Non-advisory. Less than 10% of business time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-30
  • S66 Uniform Combined State Law Examination
    2019-10-30

View on SEC IAPD

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