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201 South State St. Suite 1A, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-11 |
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
201 South State St. Suite 1A, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Philadelphia | PA | 08/2015 | 05/2019 |
| Merrill Lynch | Philadelphia | PA | 06/2018 | 08/2018 |
| Misconduct Tavern | Philadelphia | PA | 10/2015 | 08/2018 |
| Raymond James Financial Services, Inc. | Fort Washington | PA | 09/2018 | 01/2023 |
| Raymond James Financial Services Advisors, Inc. | Fort Washington | PA | 09/2019 | 01/2023 |
| M Holdings Securities, Inc. | Portland | OR | 02/2023 | 10/2023 |
| Gute Financial Services | Fort Washington | PA | 09/2018 | 12/2022 |
| Legacy Advisors, Llc | Plymouth Meeting | PA | 01/2023 | 10/2023 |
| Presilium Private Wealth Llc | Radnor | PA | 10/2023 | Present |
| Pw Nova Financial Services | Newtown | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
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