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Mechanicsburg, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-03 |
| PA | RA | APPROVED | 2024-04-05 |
Branch Locations
Mechanicsburg, PA • United States
Plano, TX • United States
6209 Oleander Dr Suite 102, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amn Healthcare | Coppell | TX | 11/2015 | 11/2016 |
| Texas Roadhouse | Camp Hill | PA | 06/2014 | 09/2023 |
| Systemone | Hershey | PA | 11/2016 | 06/2017 |
| Select Medical | Mechanicsburg | PA | 06/2017 | 11/2019 |
| Northwestern Mutual Investment Services Llc | Mechanicsburg | PA | 03/2021 | 01/2024 |
| Joshua Jenkins | Mechanicsburg | PA | 12/2019 | 11/2023 |
| Ifbb Pro League | Carnegie | PA | 03/2022 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2022 | 01/2024 |
| Brad Nelson | Mechanicsburg | PA | 12/2023 | 12/2023 |
| Seaside Wealth Advisors, Llc | Mechanicsburg | PA | 02/2024 | Present |
1) BODY BUILDER, Not investment related, IFBB PRO LEAGUE, IFBB PRO LEAGUE-PO BOX 789, CARNEGIE, PENNSYLVANIA, 15106, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 04/04/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, COMPETING 2) Hyve Fitness, not investment related, online only, Online fitness coaching, Independent Contractor and Coach, Started 8/2025, 20 hours per month all after trading hours 3) Insurance Consulting, LLC; Is the business investment related: No; Location of the business: 110 Phoenixville Pike Frazer PA 19355 USA; Description of the business: Insurance consulting (broker)- this is their office location. We operate out of our RIA office.; Position Title: Insurance Sales; Start date with business: 2025-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10; Additional notes: Licensed to sell insurance through Coastal Insurance Consulting, LLC (they broker several insurance companies); 4) Bookkeeping ;Is the business investment related: No; Location of the business: 6501 Excellence Way Plano TX 75023 United States; Position Title: Bookkeeper ; Start date with business: 2026-02-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: .5; 5) Bodybuilding; Athlete; Not investment related; 3500 McKinney Ranch Pkwy 1127 McKinney Texas 75070; Description: Professional bodybuilding athlete earning income through competition prize winnings and athlete representation agreements with fitness and nutrition sponsors, including promotional and athlete activities.; 2026-06-11; 3 Hours per month devoted to business during trading hours; 20 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
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