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Current Employers
Livelihood Llc

1315 Walnut Street, Suite 300, Philadelphia, PA 19107 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-08
NJ RA APPROVED 2021-08-23
PA RA APPROVED 2019-05-13
  • NY RA
    APPROVED
    Since 2023-03-08
  • NJ RA
    APPROVED
    Since 2021-08-23
  • PA RA
    APPROVED
    Since 2019-05-13

Branch Locations

Philadelphia, PA • United States

Philadelphia, PA • United States

1315 Walnut Street, Suite 300, Philadelphia, PA 19107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Livelihood Llc Philadelphia PA 01/2018 Present
Consumer Credit Counseling Svc Of The Delaware Vlly Dba Clarifi Philadelphia PA 10/2012 12/2017
  • 01/2018 → Present
    Philadelphia, PA
  • 10/2012 → 12/2017
    Consumer Credit Counseling Svc Of The Delaware Vlly Dba Clarifi
    Philadelphia, PA
Other Businesses

Personal investment property It is not investment-related as defined above Philadelphia, PA 19147 This is a personal investment property I am a co-owner with my husband September 2014 I spend less than 1 hour per month on average managing this property I spend 0 hours during securities trading hours managing this property I oversee the rental management company and do the bookkeeping needed to report taxes appropriately.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-06
  • S65 Uniform Investment Adviser Law Examination
    2018-09-06
Designations

View on SEC IAPD

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