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801-1 Pike Street, Lemont, PA 16851 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-12-15 |
| PA | RA | APPROVED | 2021-10-08 |
Branch Locations
801-1 Pike Street, Lemont, PA 16851 • United States
232 Regent Court, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-03 |
Branch Locations
801-1 Pike Street, Lemont, PA 16851 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-07-17 |
Branch Locations
801-1 Pike Street, Lemont, PA 16851 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abundance Wealth | State College | PA | 03/2004 | 01/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2005 | 12/2020 |
| Compass Investments, Llc | Williamsport | PA | 01/2019 | 11/2021 |
| Investment Research Partners | Lemont | PA | 07/2019 | Present |
| Avail Investment Partners | Lemont | PA | 09/2021 | Present |
| Abundance Wealth Counselors | State College | PA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-12 |
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