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105 Montgomery Ave. Suite 1053, Montgomeryville, PA 18936 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-16 |
| TX | RA | APPROVED | 2024-04-16 |
Branch Locations
105 Montgomery Ave. Suite 1053, Montgomeryville, PA 18936 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 09/2013 | 04/2024 |
| Prepared Retirement Institute Llc | Lansdale | PA | 04/2024 | Present |
The Goddard School Collegeville, PA; 10/2021; Investment Related, Yes; Develop and provide webinars to clientele; 1-5 hours per month (5%)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-12-12 |
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