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37 S. Main Street, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yardley Wealth Management, Llc | Yardley | PA | 10/2024 | Present |
| University Of Pennsylvania | Philadelphia | PA | 05/2023 | 10/2024 |
| Penn State University | University Park | PA | 07/2022 | 04/2023 |
| Penn State Undergraduate Admissions Office | University Park | PA | 06/2022 | 12/2022 |
| Penn State Student Orientation And Transitions Program | University Park | PA | 05/2021 | 05/2022 |
| Penn State University | University Park | PA | 08/2019 | 05/2023 |
| Unemployed | Yardley | PA | 11/2014 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-08 |
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