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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-01 |
Branch Locations
5010 Ritter Road Suite 101, Mechanicsburg, PA 17055 • United States
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Enola | PA | 04/2016 | 11/2023 |
| Jmg Wealth Management Group, Inc. | Enola | PA | 04/2016 | 11/2023 |
| Dakota Wealth, Llc | Mechanicsburg | PA | 11/2023 | Present |
1) New Cumberland Federal Credit Union; 345 Lewisberry Road, P.O. Box 658, New Cumberland, PA, 17070, United States; Board Member; Treasurer/Secretary; Not Investment Related; 04/27/2021; 5 Hours per month; volunteer position to lend expertise to policy and operations of the credit union.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-17 |
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