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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-11 |
| PA | RA | APPROVED | 2024-08-16 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
3355 Route 611, Suite 5, Bartonsville, PA 18321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abundant Streams Capital Group | Bartonsville | PA | 04/2024 | Present |
| Pocono Township | Tannersville | PA | 03/2020 | 04/2024 |
| Senate Of Pennsylvania | Scotrun | PA | 12/2014 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-25 |
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