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3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-11-18 |
| TX | RA | APPROVED | 2022-11-18 |
Branch Locations
383 Highlandia Drive, Suite 215, Baton Rouge, LA 70810 • United States
3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Baton Rouge | LA | 07/2011 | 01/2021 |
| Eagle Strategies Llc | Baton Rouge | LA | 02/2019 | 01/2021 |
| New York Life | Baton Rogue | LA | 05/2009 | 01/2021 |
| Planning For Wealth, Llc | Monroe | LA | 01/2021 | 11/2022 |
| Almanack Investment Partners. Llc | Wayne | PA | 11/2022 | Present |
[RENTAL PROPERTY; RESIDENTIAL RENTAL; SOLE PROPRIETORSHIP; INVESTMENT RELATED; 2210 CHRISTIAN STREET, BATON ROGUE, LA 70808; COLLECT RENT; START DATE 01/2009] [INSURANCE BROKERAGE; INSURANCE AND FINANCIAL SERVICES; BATON ROGUE, LA; START DATE 03/2014; ROLE/TITLE: PARTNER; 4 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-13 |
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