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43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-11 |
Branch Locations
Bellefonte, PA • United States
43 Constitution Drive, Bedford, NH 03110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Omaha | NE | 12/2015 | 10/2016 |
| Pnc Investments | Pittsburgh | PA | 11/2016 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 08/2017 | 09/2018 |
| Wealthcare Capital Management Llc | West Chester | PA | 09/2018 | 02/2020 |
| Sowell Management | North Little Rock | AR | 10/2020 | 06/2021 |
| Pegasus Management Services, L.L.C. | King Of Prussia | PA | 09/2020 | 10/2021 |
| Northeast Planning Associates, Inc. | Bellefonte | PA | 11/2024 | Present |
| Brightside Benefit, Inc. | Chandler | AZ | 01/2021 | 10/2024 |
| Firstrust Financial Resources | Philiadelphia | PA | 09/2017 | 09/2018 |
| Unemployed | N/A | XX | 03/2020 | 09/2020 |
1) CFP Board of Standards; Investment related; Washington, DC. 20005; Advisory to CFP Board; Chair of the CFP Board Council on Examinations; 1/1/2021; 10 hours; 0 during trading hours; Serve as a primary subject matter expert for the CFP® exam and provide CFP Board with recommendations regarding the development, administration and scoring of the exam 2) Licensed insurance agent; Not investment-related; Bellefonte, PA, 16823; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-25 |
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