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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-11 |
Branch Locations
3435 Winchester Road Suite 102, Allentown, PA 18104 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Financial Group, Inc. | Allentown | PA | 05/2023 | 03/2026 |
| Scott Cars | Allentown | PA | 06/2019 | 12/2019 |
| Saucon Valley Country Club | Bethlehem | PA | 03/2019 | 04/2019 |
| Schuylkill Valley Sports | Allentown | PA | 10/2017 | 12/2018 |
| Lehigh Country Club | Allentown | PA | 06/2016 | 09/2017 |
| Northampton Community College | Allentown | PA | 12/2019 | 01/2022 |
| Heather Glen Senior Living | Allentown | PA | 05/2020 | 09/2020 |
| Northeast Financial Group, Inc. | Allentown | PA | 07/2021 | 05/2023 |
| Kutztown University | Allentown | PA | 01/2022 | 05/2024 |
| Choreo, Llc | Allentown | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-03 |
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