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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-02 |
| PA | RA | APPROVED | 2025-09-02 |
Branch Locations
119 West Packer Ave Suite #3, Sayre, PA 18840 • United States
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Don White Pa Llc | Troy | PA | 01/2022 | 03/2023 |
| Traditions Bank | York | PA | 12/2020 | 01/2022 |
| Artistic Foods Catering | York | PA | 07/2020 | 12/2020 |
| Microtell Inn & Suites | Mansfield | PA | 01/2020 | 04/2020 |
| Perkins Restaurant | Mansfield | PA | 11/2019 | 03/2020 |
| Mr. J's Sundae Time | Troy | PA | 07/2015 | 12/2020 |
| Jersey Shore State Bank | Jersey Shore | PA | 01/2019 | 09/2019 |
| Ruby Tuesday | Mill Hall | PA | 10/2018 | 05/2019 |
| Troy Area School Istrict | Troy | PA | 12/2017 | 12/2019 |
| Pizza Hut | Mansfield | PA | 02/2016 | 12/2019 |
| Mansfield University Of Pa | Mansfield | PA | 09/2015 | 08/2020 |
| Southern New Hampshire University | Troy | PA | 09/2020 | 06/2024 |
| Grove Point Investments Llc | Rockville | MD | 01/2022 | 03/2023 |
| Grove Point Advisors Llc | Rockville | MD | 08/2022 | 03/2023 |
| Warner Tractor | Troy | PA | 12/2022 | 08/2024 |
| Lpl Financial Llc | Sayre | PA | 04/2023 | 08/2025 |
| Citizens & Northern Bank | Sayre | PA | 04/2023 | 08/2025 |
| Aj Freedom Financial | Sayre | PA | 08/2025 | Present |
| Gradient Securities Llc | Arden Hills | MN | 08/2025 | Present |
1) Freedom Financial Insurance | Investment Related | 119 West Packer Ave, Suite #3, Sayre, PA 18840 | Insurance Agency: Insurance Agent - sales and servicing of fixed insurance products | Start 08/2025 | 160+ Hrs/Mo; 150 Hrs/Mo during trading 2) Anchor & Oak | Investment Related | 119 West Packer Ave, Suite #3, Sayre, PA 18840 | Insurance Agency: Insurance Agent - sales and servicing of fixed insurance products | Start 08/2026 | 10 Hrs/mo; 0 Hrs/Mo during trading 2) Troy Trojan Spike Club | Not Investment Related | 68 Fenner Ave, Troy, PA 18840 | School Volleyball Booster Club President – Meeting coordination, community relations, and scorekeeping | Start 08/2025 | 2 Hrs/Mo; 0 Hrs/Mo during trading 4) United Way of Bradford County | 703 S. Elmer Ave, Suite #111, Sayre, PA 18840 | NPO - Community Enrichment: Board Member - participation in community events | Start 09/2026 | 4 Hrs/mo; 0 Hrs/mo during trading 5) Christine Richey Financial POA | 36123 Route 14, Gillett, PA 16925 | Financial POA - Financial tasks for grandmother | Start 5/2024 | 20 Hrs/Mo; 0 Hrs/Mo during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-28 |
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