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Islamorada, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-28 |
| PA | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED | 2025-01-14 |
Branch Locations
Chadds Ford, PA • United States
Islamorada, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Convergent Financial Strategies Llc | Media | PA | 01/2016 | 12/2016 |
| Concourse Financial Group Securities, Inc. | Camp Hill | PA | 05/2021 | 04/2022 |
| (Dba) Kca Wealth Management | Camp Hill | PA | 05/2021 | 09/2022 |
| Temple University | Philadelphia | PA | 01/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2022 | 09/2022 |
| Islamorada Investment Management | Islamorada | FL | 03/2023 | Present |
| Bastion Fiduciary | Islamorada | FL | 03/2023 | Present |
Substitute Teacher Services, 2901 Dutton Mill Road Unit 200, Aston Pennsylvania 19014, Substitute Teacher, Employee (receive a W-2), NIR, 16HR/MO- 0HR/Trading ,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-16 |
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