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999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-04 |
Branch Locations
1221 Third Street, Beaver, PA 15009 • United States
999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
183 Scharberry Lane, Mars, PA 16046 • United States
999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-11-01 |
Branch Locations
100 Enterprise Drive Suite 504, Rockaway, NJ 07866 • United States
183 Scharberry Lane, Mars, PA 16046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lori A. Hodge, Cpa & Associates | Mars | PA | 02/2017 | Present |
| Acp Labchem, Inc. | Zelienople | PA | 02/2017 | 05/2018 |
| Pace Analystical | Greensburg | PA | 06/2015 | 02/2017 |
1 - Lori A. Hodge, CPA & Associates, PC, Investment related: No, 510 Pittsburgh Street P.O. Box 1170, Mars, Pennsylvania, 16046, , Tax Preparer, 02/01/2017, 25 hours/week from January to April, Prepare Tax Returns 2- Harper & Hodge, Investment related: Yes, 510 Pittsburgh Street, Mars, Pennsylvania, 16046, , Investment Advisor Representative, 02/01/2017, 25hr/week Jan-April / 40+hr/week May-Dec, Pre 06/2019 Admin Assistant - Post 06/2019 RR/IAR 3 - Zachary J. Davidson, Investment related:Yes, 1221 Third Street, Beaver, PA, 15009, Life Insurance License, Insurance Agent, 11/01/2019, 2hrs/week, Life Insurance Sales 4. Davidson Wealth Management, PC, Investment related:Yes, 898 Sunset Circle, Cranberry Township, PA, 16066, Tax filing professional corporation / LLC. The CPA I use has decided that filing sole proprietor was more beneficial than filing thru my PC., Owner, 10/18/2018, 5. Ten-Two Capital Partners, LLC, Investment related:No, 898 Sunset Circle, Cranberry Township, Pennsylvania, 16066, , Member, 04/17/2025, Various, Rental Properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-03 |
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