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3705 Concord Pike, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
104 Bradford Rd., Wexford, PA 15090 • United States
3705 Concord Pike, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Wealth Consulting | Wexford | PA | 05/2005 | 12/2025 |
| Commonwealth Financial Network | Waltham | MA | 08/2006 | 02/2018 |
| Geneos Wealth Management Inc | Wexford | PA | 02/2018 | 12/2025 |
| Diversified, Llc | Wexford | PA | 12/2025 | Present |
1) 11/2011 Independent Insurance Agent, Investment-Related, PA, Life, Health, Disability, Long Term Care Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-05 |
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