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272 Ruth Road, Harleysville, PA 19438 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landis Supermarket | Perkasie | PA | 09/2015 | 05/2017 |
| United Modular | Perkasie | PA | 05/2017 | 01/2021 |
| Plumstead Christian School | Plumsteadville | PA | 01/2012 | 05/2017 |
| Jcl Financial Group | Newtown | PA | 05/2021 | 02/2023 |
| Liberty University | Lynchburg | VA | 07/2017 | 05/2021 |
| Commonwealth Financial Network | Waltham | MA | 05/2021 | 02/2023 |
| Fifs, Llc | Telford | PA | 03/2023 | 05/2024 |
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2023 | 05/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 05/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2024 | 08/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2024 | 08/2024 |
| Bernardo Wealth Planning, Llc | Harleysville | PA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
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