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55 New Street Ste G2, Ephrata, PA 17522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services/Pfs Investments Inc. | Ephrata | PA | 06/2021 | 07/2026 |
| Wilson School District | West Lawn | PA | 08/1997 | 01/2023 |
| Alvernia University | Reading | PA | 10/2022 | 01/2024 |
| Emerging Entrepreneurs Academy | Wyomissing | PA | 01/2023 | 01/2025 |
| Rfinances Llc | Ephrata | PA | 10/2023 | Present |
| Hearthstone Financial Group, Llc | Ephrata | PA | 06/2026 | Present |
-independent licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-09 |
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