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3477 Corporate Parkway Suite 100, Center Valley, PA 18034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-15 |
Branch Locations
3477 Corporate Parkway Suite 100, Center Valley, PA 18034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Whitehall | PA | 08/2012 | 07/2017 |
| Mercap Securities, Llc | Berwyn | PA | 04/2013 | 07/2017 |
| Mercap Advisors, Inc. | Paoli | PA | 07/2015 | 07/2017 |
| Merion Financial Services, Llc | Paoli | PA | 03/2013 | 07/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 07/2017 | 10/2019 |
| Great Scott Financial | Bethlehem | PA | 07/2017 | 10/2022 |
| Vicus Capital, Inc. | State College | PA | 08/2017 | 10/2019 |
| Commonwealth Financial Network | Waltham | MA | 10/2019 | 10/2022 |
| Stifel, Nicolaus & Company, Incorporated | Center Valley | PA | 10/2022 | 05/2023 |
| 100 Plus Planning Llc | Center Valley | PA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2013-03-20 |
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