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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-18 |
Branch Locations
328 Innovation Boulevard Suite 301, State College, PA 16803 • United States
Snow Shoe, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | State College | PA | 07/2019 | 08/2022 |
| George Stone's State Farm Insurance | Bellefonte | PA | 02/2017 | 06/2019 |
| Arena Bar & Grill | State College | PA | 09/2016 | 02/2017 |
| Citizens Securities, Inc. | State College | PA | 07/2019 | 08/2022 |
| Citizens Securities, Inc. | State College | PA | 08/2019 | 12/2020 |
| Tiaa | State College | PA | 09/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | State College | PA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-24 |
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