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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 11/2016 | 09/2023 |
| Unemployed | Clerment | FL | 10/2023 | 12/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2024 | 10/2024 |
| Citadel Federal Credit Union | Lansdale | PA | 01/2024 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 11/2024 | 05/2026 |
| Tupelo Wealth Partners | Harleysville | PA | 11/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
| As If Entertainers | Ambler | PA | 06/2012 | Present |
| Geronimo'S | Ambler | PA | 12/2025 | Present |
1.NAME OF OTHER BUSINESS: AS IF ENTERTAINERS INVESTMENT RELATED: NO ADDRESS: AMBLER, PA 19002 NATURE OF BUSINESS: CHILDREN'S ENTERTAINMENT POSITION/TITLE/RELATIONSHIP: OWNER START DATE: 06/2012 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDE ENTERTAINMENT TO CHILDREN AT PARTIES AND EVENTS 2.NAME OF OTHER BUSINESS: GERONIMO'S INVESTMENT RELATED: NO ADDRESS: AMBLER, PA 19002 NATURE OF BUSINESS: RESTAURANT POSITION/TITLE/RELATIONSHIP: SERVER START DATE: 12/2025 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SERVER AT AN AUTHENTIC PERUVIAN CUISINE RESTAURANT 3.NAME OF OTHER BUSINESS: TUPELO WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR START DATE: 11/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES, ADVISORY AND INSURANCE SERVICES 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2024 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 5. NAME OF OTHER BUSINESS: RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS: CLERMONT, NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 04/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF PROPERTY DUTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-06 |
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