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Spring City, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
| PA | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scotia Partners, Llc | Spring City | PA | 11/2025 | Present |
| Iron Mountains | Morgantown | PA | 05/2019 | Present |
| Blok Financial | Exton | PA | 01/2016 | 05/2019 |
| Scotia Partners, Llc | Spring City | PA | 05/2014 | 11/2017 |
Iron Mountains; not investment-related; 70 Thousand Oaks Blvd, Morgantown, PA 19543; engineering firm; Marketing Copy Writer; started 05/2019; approximately 40 hours per month, zero hours during securities trading hours; write marketing copy for baby gear products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-02 |
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