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1081 North Reading Road, Stevens, PA 17578 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneia | Harrisburg | PA | 08/2016 | 10/2016 |
| Penn State University | Hershey | PA | 09/2015 | 05/2017 |
| Penn State College Of Medicine | Hershey | PA | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-16 |
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