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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-09 |
| FL | RA | APPROVED | 2026-02-03 |
| PA | RA | APPROVED | 2025-12-22 |
Branch Locations
140 S Beach Street Suite 108, Daytona Beach, FL 32114 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
4905 W Tilghman St Suite 120, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Packerland Brokerage Services | Green Bay | WI | 07/2015 | 12/2016 |
| Gf Investment Services, Llc | Sarasota | FL | 03/2017 | 08/2017 |
| Triad Wealth Partners | Lawrence | KS | 12/2025 | Present |
| Strategic Wealth Alliance | Allentown | PA | 01/2017 | Present |
INSURANCE AGENT- STRATEGIC WEALTH ALLIANCE POSITION: INSURANCE AGENT/PRESIDENT NATURE: FIXED INSURANCE PRODUCTS INVESTMENT RELATED: YES NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2017 ADDRESS: 3960 DANBERRY DRIVE EASTON, PA 18045 DESCRIPTION: WORKING WITH CLIENTS ON FINANCIAL SERVICES INCLUDING SELLING INSURANCE NAME OF BUSINESS: THE CONTROL ON YOUR MIND PROJECT POSITION: MOTIVATIONAL SPEAKER RELATED: NO, THIS IS NOT INVESTMENT RELATED NUMBER OF HOURS PER WEEK: 8 HOURS START DATE: NOVEMBER 1, 2016 NO COMPENSATION HAS BEEN RECEIVED AS OF YET
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-05 |
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