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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Alpharetta | GA | 09/2017 | 10/2017 |
| Troy Beckett | Winder | GA | 05/2016 | 06/2017 |
| Mercer Global Advisors Inc. | Alpharetta | GA | 10/2017 | 01/2019 |
| Novare Capital Management, Llc | Charlotte | NC | 06/2019 | 05/2020 |
| Unemployed | Mcdonough | GA | 01/2019 | 06/2019 |
| Bluerock Wealth Management | Alpharetta | GA | 06/2020 | 12/2021 |
| Hightower Advisors | Chicago | IL | 12/2021 | 01/2024 |
| Commonwealth Financial Network | Waltham | MA | 04/2024 | 04/2026 |
| Tupler Financial | Bridgewater | NJ | 04/2024 | 04/2026 |
| Kintra Wealth, Llc | Warren | NJ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-30 |
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