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555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Univest/Girard | Souderton | PA | 06/2025 | Present |
| Traynor Capital Management | Malvern | PA | 06/2021 | 10/2024 |
| Accelion | Horsham | PA | 01/2020 | 10/2020 |
| Costco Wholesale | Pottstown | PA | 01/2016 | 01/2020 |
| Kutztown University | Kutztown | PA | 08/2014 | 05/2018 |
| Unemployed | Horsham | PA | 10/2020 | 06/2021 |
| Unemployed | Horsham | PA | 10/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-01 |
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