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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-23 |
Branch Locations
6220 Lower York Rd Ste E, New Hope, PA 18938 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 02/2026 | Present |
| Open Door Valet | New Hope | PA | 06/2020 | Present |
| 1740 House | New Hope | PA | 06/2023 | 08/2024 |
| University Of Denver | Denver | PA | 01/2025 | 06/2025 |
| University Of Denver | Denver | PA | 08/2021 | 06/2025 |
| New Hope Solebury High School | New Hope | PA | 09/2016 | 06/2021 |
Encompass Wealth & Legacy Position: Client Associate Nature: Financial Services Investment Related: Yes Hours: 84 Securities Trading Hours: 84 Start Date: 10/1/2025 Address: 6220 Lower York Rd, Suite E New Hope, PA 18938 Description: Servicing, financial planning prep/paperwork assistance, client outreach, taking exams Open Door Valet Position: Valet Attendant Nature: Hospitality Services Investment Related: No Hours: 50 Securities Trading Hours: 36 Start Date: 10/1/2020 Address: 7200 New Falls Rd Levittown, PA 19055 Description: Park cars
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-12 |
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