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Arvada, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 06/2021 | 05/2023 |
| Glenmede Trust Co. | Philadelphia | PA | 01/2021 | 04/2021 |
| Blb&B Advisors, Llc. | Montgomeryville | PA | 06/2020 | 12/2020 |
| Temple University | Philadelphia | PA | 08/2017 | 05/2021 |
| Notre Dame High School | Lawrenceville | NJ | 08/2013 | 06/2017 |
| Jcl Financial Group, Llc. | Newtown | PA | 01/2020 | 04/2020 |
| Creative Financial Group | Newtown Square | PA | 06/2019 | 10/2019 |
| Marathon Grille | Philadelphia | PA | 08/2019 | 12/2019 |
| Northwestern Mutual | Jamison | PA | 01/2019 | 04/2019 |
| Self Employed | Langhorne | PA | 01/2022 | 06/2023 |
| Fidelity Investments | Warrington | PA | 06/2023 | 03/2025 |
| Q3 Advisors, Llc | Marble Falls | TX | 03/2025 | Present |
OBA-100218|OrgNmn:Wag!|Org Addr:Philadelph,Pennsylvan,US|OBA Nature:I watch dogs who are either br|Invst Rel:N|Title:Independent Contractor|Duties:I take the dogs out for walks, feed them, and generally watch over them. |StrtDt:06-01-21|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-13 |
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