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150 Monument Rd Suite 207, Bala Cynwyd, PA 19004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-13 |
| PA | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.BEck Inc. | Rockville | MD | 09/2009 | 12/2017 |
| The American College | Bryn Mawr | PA | 07/2014 | 06/2018 |
| Ascension Wealth Management Llc Dba The Ascension Group | Jenkintown | PA | 07/2013 | 12/2017 |
| Ascension Investment Advisors, Inc. | Jenkintown | PA | 07/2009 | 12/2021 |
| Insurance Sales | Jenkintown | PA | 05/2002 | Present |
| Pf Wealth Management, Llc. | Oakland | CA | 02/2021 | 12/2025 |
| Cfp Board Center For Financial Planning | Washington | DC | 03/2019 | 07/2021 |
| Delaware State University | Dover | DE | 01/2022 | 07/2022 |
| Ascension Legacy Partners, Inc. | Bala Cynwyd | PA | 12/2025 | Present |
Insurance Sales - Rep maintains an active insurance license. Instructor & Speaker - Rep may receive compensation for teaching and speaking engagements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-26 |
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