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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Philadelphia | PA | 05/2019 | 11/2021 |
| Crabhouse At Two Mile Landing | Wildwood | NJ | 05/2016 | 08/2018 |
| Temple University | Philadelphia | PA | 08/2015 | 01/2020 |
| Ascensus | Dresher | PA | 11/2021 | 09/2023 |
| Jfs Wealth Advisors, Llc | Doylestown | PA | 09/2023 | 11/2025 |
| Wealthcare Advisory Partners Llc | Horsham | PA | 11/2025 | Present |
| Secure Planning Group | Horsham | PA | 11/2025 | Present |
| Lpl Financial | Horsham | PA | 12/2025 | Present |
1. 12/2025 - Secure Planning Group- DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 12/16/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-26 |
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