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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-28 |
Branch Locations
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentinel Pension Advisors Inc. | Wakefield | MA | 08/2020 | 07/2022 |
| Michigan State University | East Lansing | MI | 09/2016 | 05/2020 |
| Student | Port Huron | MI | 01/2010 | 09/2016 |
| Mainstay Capital Management, Llc | Grand Blanc | MI | 07/2022 | 05/2025 |
| Horizon Financial | Traverse City | MI | 05/2019 | 08/2019 |
| Financial Technology, Inc. | East Lansing | MI | 01/2020 | 03/2020 |
| Commonwealth Financial Network | Warren | NJ | 08/2025 | 04/2026 |
| Kintra Wealth, Llc | Warren | NJ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-16 |
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