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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-10 |
Branch Locations
54 Old Highway 22 Suite 222, Clinton, NJ 08809 • United States
1605 N. Cedar Crest Blvd, Allentown, PA 18104 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Alliance | Allentown | PA | 01/2025 | 07/2026 |
| Dacinia Digital | Remote | PA | 08/2023 | Present |
| Symetra Financial | Remote | PA | 02/2024 | 10/2024 |
| Blue Ridge Winery | Saylorsburg | PA | 08/2021 | 12/2023 |
| Matthews Medical | Wind Gap | PA | 09/2021 | 10/2022 |
| Adp | Allentown | PA | 08/2020 | 08/2021 |
| Full Time Student | Bethlehem | PA | 02/2015 | 12/2020 |
| 28Ten Group | Allentown | PA | 07/2026 | Present |
1. The name of the other business: Dacinia Digital. Whether the business is investment-related: No. The address of the other business: 502 W 7th Street, Ste 100, Erie, PA 16502. The nature of the other business: Digital Agency which empowers clients through establishment and growth of their online presence. This is done by way of services, such as, but not limited to, Website Design & Development; Search Engine Optimization (SEO); and Social Media Content & Marketing. Your position, title, or relationship with the other business: Owner/President. The start date: 08/01/2023. The approximate number of hours/months you devote to the other business: 16. Hours during trading hours: 0. Briefly describe your duties relating to the other business: Managing clients at a high level and ensuring the work they contract through our agency gets completed effectively, along with managing client relationships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-21 |
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