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1315 Walnut Street, Suite 300, Philadelphia, PA 19107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-08 |
| NJ | RA | APPROVED | 2021-08-23 |
| PA | RA | APPROVED | 2019-05-13 |
Branch Locations
Philadelphia, PA • United States
Philadelphia, PA • United States
1315 Walnut Street, Suite 300, Philadelphia, PA 19107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Livelihood Llc | Philadelphia | PA | 01/2018 | Present |
| Consumer Credit Counseling Svc Of The Delaware Vlly Dba Clarifi | Philadelphia | PA | 10/2012 | 12/2017 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-06 |
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