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270 Walker Drive, #200, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-11 |
Branch Locations
270 Walker Drive, #200, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcclarren Financial Advisors, Inc. | State College | PA | 10/2025 | Present |
| Johnson Brothers Accounting | Spring Mills | PA | 10/2022 | 09/2025 |
| Monterey Bay Analytical Services | Monterey | CA | 02/2022 | 08/2022 |
| Folktale Winery | Carmel | CA | 08/2019 | 11/2019 |
| Guglielmo Winery | Morgan Hill | CA | 05/2017 | 08/2021 |
| Unemployed | Morgan Hill | CA | 09/2016 | 04/2017 |
| Unemployed | Morgan Hill | CA | 09/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-11 |
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