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Current Employers
Valley Forge Investment Consultants, Inc.

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-01
  • PA RA
    APPROVED
    Since 2026-07-01

Branch Locations

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valley Forge Investment Consultants, Inc. Audubon PA 02/2026 Present
Sei Oaks PA 07/2024 01/2026
Machined Metals Manufacturing Collegeville PA 12/2023 07/2024
Elon University Elon NC 08/2019 05/2023
Brant Beach Yacht Club Brant Beach NJ 05/2017 08/2021
The Hill School Pottstown PA 08/2016 05/2019
Route 72 Waverunner Manahawkin NJ 05/2023 09/2023
  • 02/2026 → Present
    Audubon, PA
  • 07/2024 → 01/2026
    Sei
    Oaks, PA
  • 12/2023 → 07/2024
    Machined Metals Manufacturing
    Collegeville, PA
  • 08/2019 → 05/2023
    Elon University
    Elon, NC
  • 05/2017 → 08/2021
    Brant Beach Yacht Club
    Brant Beach, NJ
  • 08/2016 → 05/2019
    The Hill School
    Pottstown, PA
  • 05/2023 → 09/2023
    Route 72 Waverunner
    Manahawkin, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-01
  • S65 Uniform Investment Adviser Law Examination
    2026-07-01

View on SEC IAPD

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