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999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-21 |
Branch Locations
999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard | Malvern | PA | 03/2021 | 09/2025 |
| Concentra | Newark | DE | 05/2020 | 03/2021 |
| Messiah College | Mechanicsburg | PA | 08/2016 | 05/2020 |
| Market Street Wealth Management | West Chester | PA | 10/2025 | Present |
| Usa Financial Securities | Ada | MI | 10/2025 | Present |
Market Street Wealth Management - 999 West Chester Pike Suite 202 West Chester, PA 19382 . Start date 10/01/2025. Life and Health Insurance. Sales of life, health and accident insurance as part of duties with Market Street. Not investment related. 5 hours per month devoted to business. 0 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-23 |
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