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108 N. Main Street Suite 202, Doylestown, PA 18901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-03 |
Branch Locations
108 N. Main Street Suite 202, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pride Technologies, Llc | Bensalem | PA | 12/2022 | Present |
| Valuation Research Corporation | Yardley | PA | 01/2022 | 11/2022 |
| Kpmg, Llp | Philadelphia | PA | 09/2020 | 01/2022 |
| Kpmg, Llp | Philadelphia | PA | 12/2015 | 09/2020 |
December '22 - Present - Employer (Pride Technologies, LLC) - I serve as an Independent Contactor W-2'd through Pride Technologies, LLC exclusively performing commercial credit risk consulting work for KPMG, L.L.P., serving their commercial lending clients. Location: Work From Home (5124 Leeward Rd., Bensalem, PA, 19020).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-03 |
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