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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-01 |
Branch Locations
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
5010 Ritter Road Suite 101, Mechanicsburg, PA 17055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Springfield | MA | 03/2018 | 04/2019 |
| Jmg Wealth Management Group | Enola | PA | 06/2014 | 12/2017 |
| Temple University | Philadelphia | PA | 08/2014 | 12/2017 |
| Ascensus Investment Advisors, Llc | Dresher | PA | 05/2019 | 02/2021 |
| Raymond James Financial Services Advisors, Inc | Mechanicsburg | PA | 04/2021 | 05/2022 |
| Jmg Wealth Management Group, Inc. | Mechanicsburg | PA | 08/2023 | 11/2023 |
| Dakota Wealth, Llc | Mechanicsburg | PA | 11/2023 | Present |
| Lincoln Financial Distributors | Mechanicsburg | PA | 05/2022 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-21 |
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