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Auburn, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte Consulting Llp | Pittsburgh | PA | 02/2008 | 03/2017 |
| Retirement | Wynonah | PA | 04/2017 | 01/2026 |
| Longview Financial Planning Llc | Wynonah | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
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