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100 South Rockland Falls Road, Rockland, DE 19732 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED_RES | 2025-10-15 |
| PA | RA | APPROVED | 2025-10-14 |
Branch Locations
100 South Rockland Falls Road, Rockland, DE 19732 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cleveland & Company | Exton | PA | 10/2022 | 08/2025 |
| Gva | Berwyn | PA | 12/2020 | Present |
| Kpmg Llp | Philadelphia | PA | 09/2019 | 11/2020 |
| Wegmans | West Chester | PA | 05/2018 | 09/2019 |
| Chester County Community Foundation | West Chester | PA | 05/2017 | 05/2019 |
| West Chester University | West Chester | PA | 08/2015 | 05/2019 |
Cleveland & Company - CPA/Accounting/Tax Prep - Owner - start date 10.1.2022 - full time (30+ hours a week) - 200 Philips Road, Exton, PA 19341 - Bryce is a self-employed business owner of a CPA and accounting practice. I am responsible for all communications with clients, as well as all tax and accounting work performed. Such work includes tax preparation, bookkeeping assistance, payroll, and consulting services. Pennant Wealth Incorporated - non-operating business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-25 |
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