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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-23 |
Branch Locations
1555 Bustard Road Suite 201, Lansdale, PA 19446 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam | Philadelphia | PA | 06/2018 | 08/2020 |
| Degroff Financial | Morgantown | WV | 02/2018 | 06/2018 |
| West Virginia University | Morgantown | WV | 09/2015 | 05/2018 |
| Avalon Merchants | Feasterville | PA | 05/2017 | 09/2017 |
| Nickum & Schneider Electric | Doylestown | PA | 04/2016 | 09/2016 |
| Advisory Services Network, Llc | Atlanta | GA | 09/2020 | Present |
Independent Insurance Agent: 1555 Bustard Road, Suite 201, Lansdale, PA 19446, Sales of Life, Accident, & Health insurance policies. Assist clients with insurance needs, Devote 2 hours months. start 9/21/2020.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-14 |
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