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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-10 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Duluth | GA | 10/2019 | 08/2025 |
| Primerica Financial Services | Duluth | GA | 08/2018 | 08/2025 |
| Intercultural Family Services | Philadelphia | PA | 10/2017 | 11/2018 |
| The Consortium | Philadelphia | PA | 08/2017 | 11/2018 |
| Blue Sage Hair Wellness | Philadelphia | PA | 05/2017 | 10/2017 |
| Empire Beauty School | Philadelphia | PA | 08/2016 | 05/2017 |
| Vantage Financial | Alpharetta | GA | 08/2025 | Present |
| Encompass More Asset Management Llc | Danville | CA | 02/2026 | Present |
1. Walker Legacy Enterprise LLC: Real estate investor, sole member, 2813 Rossiter Ave, Abington, Pa 19001, approx 10 hours per month and 0 hours during securities trading hours, start date 12/2024. Buy, sell, and rent real estate. 2. New Walk Homes LLC: Provide independent living housing to veterans, sole member, 2813 Rossiter Ave, Abington, Pa 19001, approx 10 hours per month and 5 hours during securities trading hours, start date 07/2025. 3. Vantage Financial Alliance: Life insurance agent, Alpharetta, GA 30005, approx 40 hours per month and 20 hours during securities trading hours, start date 08/2025. Agent for life insurance sales. 4. Konnect MD: referral partner for virtual healthcare, Oklahoma City, OK, approx 5 hours per month and 0 hours during securities trading hours, start date 01/2026. 5. Philadelphia Care Core: Admin assistant for home care agency, 827 Glenside Ave, Wyncote, pa 19095, approx 30 hours per month and 10 hours during securities trading hours, start date 09/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-21 |
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