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West Chester, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-13 |
| PA | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2019 | 10/2025 |
| The Mccormick Group | York | PA | 06/2018 | 08/2018 |
| Out Door Country Club | York | PA | 06/2014 | 08/2017 |
| Temple University | Philadelphia | PA | 08/2015 | 12/2018 |
| Unemployed | York | PA | 01/2019 | 05/2019 |
| Locus Wealth Management, Llc | West Chester | PA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-08 |
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