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675 North Lewis Road, Limerick, PA 19468 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retro Fitness | East Norriton | PA | 08/2015 | 12/2019 |
| Norristown Area High School | Norristown | PA | 09/2013 | 06/2017 |
| Temple University | Philadelphia | PA | 08/2017 | 05/2021 |
| Merrill Lynch | Norristown | PA | 06/2020 | 09/2020 |
| Limerick Financial Group | Limerick | PA | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-21 |
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