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1150 Glenlivet Drive Suite A-18, Allenton, PA 18106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-06 |
Branch Locations
4905 Tilghman Street, Suite 300, Allentown, PA 18104 • United States
1150 Glenlivet Drive Suite A-18, Allenton, PA 18106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2010 | 10/2017 |
| Penn Mutual Life Insurance Co | Horsham | PA | 05/2010 | 11/2017 |
| Almanack Investment Partners | Conshohocken | PA | 10/2017 | 09/2023 |
| Mercap Securities, Llc | Paoli | PA | 12/2017 | 11/2020 |
| Innovation Partners Llc | Charlotte | NC | 10/2020 | 11/2025 |
| Ethos Financial Group Llc | King Of Prussia | PA | 09/2023 | 04/2026 |
| Stillwater Private Wealth, Llc | Allentown | PA | 04/2026 | Present |
Insurance sales less than 1 hour per month. Since 2011.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-06 |
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