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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtus Investment Partners | Hartford | CT | 07/2016 | 11/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2019 | 06/2019 |
| Stone Arch Wealth Advisors | Wethersfield | CT | 12/2018 | 04/2019 |
| Amundi Pioneer Asset Management, Inc. | Boston | MA | 09/2019 | 01/2022 |
| Facet | Baltimore | MD | 02/2025 | 10/2025 |
| Suffolk Construction | Boston | MA | 02/2022 | 05/2022 |
| North Palm Beach Country Club | North Palm Beach | FL | 03/2023 | 07/2023 |
| Facet | Baltimore | MD | 08/2023 | 05/2024 |
| Unemployed | Jupiter | FL | 05/2024 | 02/2025 |
| Unemployed | Wethersfield | CT | 11/2018 | 02/2019 |
| Unemployed | Albany | NY | 06/2019 | 09/2019 |
| Unemployed | Boston | MA | 05/2022 | 03/2023 |
| Wealthcare Advisory Partners Llc Dba Luminous Wealth | Jupiter | FL | 04/2026 | Present |
| Unemployed | N/A | XX | 11/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-05 |
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
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