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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-14 |
Branch Locations
109 E High Street, Pottstown, PA 19464 • United States
226 W. Eldorado, Decatur, IL 62522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advantage Insurance Group | Pottstown | PA | 10/2013 | Present |
| Advantage Tax Prep & Services | Pottstown | PA | 01/2014 | Present |
1- Advantage Insurance Group, non-investment related. 109 E. High St., Pottstown PA 19464. Started 10/1/2013. Insurance Agent and Controller. Sales and service of health, life and long-term-care insurance and fixed annuities. Agency bookkeeping and payroll. 40 hours per month, 30 during trading hours, 10 during non-trading hours. 2-Advantage Tax Prep & Services, non-investment related. 109 E. High St., Pottstown, PA 19464. Started 1/1/2014. Partner and Tax Accountant. 80 hours per month, 60 during trading and 20 during no-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-12 |
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