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326 Chestnut Street, Mifflinburg, PA 17844 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-11 |
| PA | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | New Columbia | PA | 05/2004 | 04/2017 |
| American Lung Association | Chicago | IL | 05/2017 | 08/2018 |
| Unemployed | New Columbia | PA | 09/2018 | 01/2020 |
| Milton Area School District | Milton | PA | 02/2020 | 08/2020 |
| Unemployed | New Columbia | PA | 09/2020 | 04/2021 |
| Weis | Lewisburg | PA | 04/2021 | 05/2021 |
| Milton Area School District | Milton | PA | 06/2021 | 08/2021 |
| Unemployed | New Columbia | PA | 09/2021 | 12/2021 |
| Bedrock Care Facilities | Milton | PA | 12/2021 | 08/2022 |
| Lowes | Greensburg | PA | 08/2022 | 11/2022 |
| Unemployed | New Columbia | PA | 12/2022 | 05/2023 |
| Buffalo Valley Wealth Plus | Mifflinburg | PA | 06/2023 | 08/2023 |
| Target | Greensburg | PA | 11/2023 | 04/2024 |
| Thermal Product Solutions | New Columbia | PA | 05/2024 | 08/2024 |
| Unemployed | New Columbia | PA | 08/2024 | 12/2024 |
| Susquehanna Community Bank | Mifflinburg | PA | 01/2025 | 04/2025 |
| Buffalo Valley Wealth Plus Llc | Mifflinburg | PA | 05/2025 | Present |
| Buffalo Valley Wealth Plus Llc | Mifflinburg | PA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
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