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2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-06 |
Branch Locations
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
4660 Trindle Road Suite 303, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 01/2015 | 06/2017 |
| Keller Financial Group | Mechanicsburg | PA | 05/2015 | 06/2017 |
| Jfs Wealth Advisors, Llc | Camp Hill | PA | 07/2017 | 08/2021 |
| Almanack Investment Partners | Wayne | PA | 08/2021 | 12/2024 |
| Ethos Financial Group, Llc | King Of Prussia | PA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-25 |
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