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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-15 |
Branch Locations
117 Roberts Way, South Abington Twp, PA 18411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber | San Francisco | CA | 03/2016 | 03/2017 |
| Lyft | New York | NY | 05/2016 | 03/2017 |
| 29 Second Video | Clarks Summit | PA | 03/2016 | 12/2020 |
| Classic Properties | Clarks Summit | PA | 10/2018 | 12/2021 |
| Hillside Haven Community Church | Clarks Summit | PA | 08/2020 | 03/2024 |
| Mulligan Financial Services | South Abington | PA | 11/2021 | Present |
| Instacart | San Francisco | CA | 06/2016 | 03/2017 |
| Abington Height School District | Clarks Summit | PA | 03/2023 | 03/2024 |
| Steamtown Church | Scranton | PA | 04/2024 | 07/2024 |
| Levy Realty Group | Clarks Summit | PA | 03/2025 | Present |
| Ncc Drivers Education | Long Pond | PA | 05/2024 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 07/2025 | 09/2025 |
| Osaic Wealth, Inc. | Clarks Summit | PA | 09/2025 | Present |
| Wyoming Valley Bmw | Plains | PA | 07/2024 | 04/2025 |
1) MULLIGAN FINANCIAL SERVICES LLC POSITION: Investment Advisor Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/30/2025 ADDRESS: 117 Roberts Way, South Abington TWP PA 18411, United States DESCRIPTION: Selling insurance and fixed annuities. 2) NCC DRIVERS EDUCATION POSITION: Driving Instructor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 17 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 2815 Long Pond Rd, Long Pond PA 18334, United States DESCRIPTION: Teaching students how to drive. 3) LEVY REALTY GROUP POSITION: Realtor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/10/2025 ADDRESS: 285 E Grove St, Clarks Green PA 18411, United States DESCRIPTION: Selling and marketing real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-16 |
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