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Missoula, MT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-16 |
| MT | RA | APPROVED | 2023-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pennsylvania Department Of Transportation | Bellefonte | PA | 05/2017 | 07/2017 |
| Juniata College | Huntingdon | PA | 08/2017 | 05/2018 |
| Juniata College | Huntingdon | PA | 08/2014 | 05/2018 |
| Voya Finanacial Advisors | Bridgeville | PA | 08/2018 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 04/2022 |
| Jfs Wealth Advisors, Llc | Pittsburgh | PA | 05/2022 | 06/2023 |
| Advanced Practice Planning, Llc | Missoula | MT | 06/2023 | Present |
| White Coats Of The Round Table | Missoula | MT | 01/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-12 |
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