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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-06 |
Branch Locations
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arete Wealth Strategists | Berkeley | CA | 01/2016 | 10/2016 |
| The University Of Georgia | Athens | GA | 08/2016 | 07/2018 |
| Nothing Funny About Money, Inc. | Athens | GA | 09/2016 | 04/2020 |
| The American College | King Of Prussia | PA | 07/2018 | 12/2019 |
| The American College | King Of Prussia | PA | 12/2019 | 10/2021 |
| The American College | King Of Prussia | PA | 10/2021 | 05/2022 |
| Cfp Board | Washington | DC | 06/2022 | 05/2023 |
| Gfpi | Edina | MN | 08/2020 | Present |
| Cerifi | Alpharetta | GA | 05/2023 | 01/2025 |
| Farther Finance Advisors | Chicago | IL | 10/2024 | 01/2026 |
| Main Street Financial Solutions, Lcc | Newtown | PA | 02/2026 | Present |
| Danko Education | Newtown | PA | 02/2025 | Present |
1.Name of other business: Danko Education; Is business Investment related: No; Address of other business: 503 E. Washington Avenue, Suite 1C, Newtown, PA 18940; Nature of other business: Financial education; Your position: Chief Strategy Officer; Start date of relationship: 02/2025; Approx. # of hours per month devoted to other business: 160; Number of hours devoted to other business during securities trading hours per month: 100; Briefly describe duties: Run Danko Education, a leading CFP educator. 2.Name of other business: Global Financial Planning Institute; Is business Investment related: No; Address of other business: 200 Southdale Center Edina, MN, 55435; Nature of other business: Financial education; Your position: Director of Curriculum; Start date of relationship: 8/1/2020; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Maintain CE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
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