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324 Wyoming Avenue, Wyoming, PA 18644 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Courier Service | Sweet Valley | PA | 12/2012 | Present |
| Invictus Financial Services Llc | Wyoming | PA | 12/2021 | Present |
I own and operate Snow Blossom Tearoom LLC, an afternoon tearoom which is primarily run by spouse. This business is not investment-related. This business was started in August 2025. I devote roughly 1-2 hours per week to this business, generally not during securities trading hours. I also own and operate Invictus Home & Business Services, which offers home inspection and general contracting services, which is primarily manager operated. This business is not investment-related. This business was started in May 2024. I devote roughly 2-5 hours per week to this business, generally not during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-13 |
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