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330 East Main Street, Macungie, PA 18062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manheim Township High School | Lancaster | PA | 08/2015 | 06/2017 |
| Millersville University | Millersville | PA | 08/2017 | 07/2020 |
| Millersville University | Millersville | PA | 01/2020 | 04/2020 |
| Pennsylvania State University | State College | PA | 08/2020 | 05/2021 |
| Cornerstone Benefits, Inc. | Bethlehem | PA | 07/2021 | 08/2023 |
| Cornerstone Advisors Asset Management, Llc | Bethlehem | PA | 07/2021 | 08/2023 |
| M. Holdings Securities, Inc. | Bethlehem | PA | 07/2021 | 08/2023 |
| Cornerstone Institutional Investors, Llc | Bethlehem | PA | 07/2021 | 08/2023 |
| Commonwealth Financial Network | Waltham | MA | 09/2023 | 04/2025 |
| Milestone Financial Associates, Llc | Macungie | PA | 09/2023 | 04/2025 |
| Milestone Financial Associates, Llc | Macungie | PA | 08/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-23 |
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