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Current Employers
Lifeguide Financial Advisors, Llc

400 W Main St., Mechanicsburg, PA 17055 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-10-24
  • PA RA
    APPROVED
    Since 2020-10-24

Branch Locations

400 W Main St., Mechanicsburg, PA 17055 • 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
Lifeguide Financial Advisors, Llc Mechanicsburg PA 08/2020 Present
Self Employed Camp Hill PA 08/2019 06/2020
Sunoco Newtown Square PA 04/2018 09/2018
Susquehanna International Group Bala Cynwyd PA 03/2017 09/2017
Drexel University Philadelphia PA 09/2016 03/2019
Rite Aid Camp Hill PA 03/2016 09/2016
Drexel University Philadelphia PA 09/2014 06/2019
  • 08/2020 → Present
    Mechanicsburg, PA
  • 08/2019 → 06/2020
    Self Employed
    Camp Hill, PA
  • 04/2018 → 09/2018
    Sunoco
    Newtown Square, PA
  • 03/2017 → 09/2017
    Susquehanna International Group
    Bala Cynwyd, PA
  • 09/2016 → 03/2019
    Drexel University
    Philadelphia, PA
  • 03/2016 → 09/2016
    Rite Aid
    Camp Hill, PA
  • 09/2014 → 06/2019
    Drexel University
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-24
  • S65 Uniform Investment Adviser Law Examination
    2020-10-24

View on SEC IAPD

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