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100 Europa Drive Suite 431, Chapel Hill, NC 27517 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-06-21 |
| NC | RA | APPROVED | 2021-02-02 |
Branch Locations
100 Europa Drive Suite 431, Chapel Hill, NC 27517 • United States
Media, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amphora Wealth Management, Llc | Media | PA | 01/2021 | Present |
| United State Marine Corps Reserves | New Cumberland | PA | 05/2009 | Present |
| Globus Medical | Audubon | PA | 02/2021 | 08/2022 |
| Onemain Financial | Media | PA | 08/2024 | Present |
| Onemain Financial | Media | PA | 08/2022 | 08/2024 |
United States Marine Corps Reserves not investment-related 1 99 H Ave, New Cumberland, PA 17070 Military Major May 2009 40 hours per month 0 hours during trading Recruiting Support Officer for Recruiting Station Harrisburg OneMain Financial investment-related private residence in Media, PA financial services Director, Operations Strategy and Analytics August 2022 160 hours per month all hours during trading Lead operational footprint and personnel strategy for a network of ~1350 brick and mortar locations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-09 |
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