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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-12 |
Branch Locations
130 North 18Th Street Suite 3000, Philadelphia, PA 19103 • United States
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mycio Wealth Partners | Philadelphia | PA | 06/2019 | 12/2025 |
| F&M Library | Lancaster | PA | 09/2015 | 05/2019 |
| Heffler, Radetich, & Saitta, Llp | Philadelphia | PA | 06/2018 | 08/2018 |
| Dougherty Electric | Philadelphia | PA | 05/2017 | 08/2017 |
| Franklin & Marshall College | Lancaster | PA | 08/2015 | 05/2019 |
| Prosperity - An Eisneramper Company | Philadelphia | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-18 |
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