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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-15 |
Branch Locations
1777 Tamiami Trail Suite 101, Port Charlotte, FL 33948 • United States
2440 Se Federal Hwy Suite D, Stuart, FL 34994 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Niceville | FL | 01/2022 | 05/2023 |
| Pratt & Whitney | Jupiter | FL | 01/2019 | Present |
| K&S Services | Southgate | MI | 01/2017 | 01/2019 |
| Power Systems Manufacturing | Jupiter | FL | 01/2012 | 01/2017 |
| Primerica Financial Services | Niceville | FL | 09/2021 | 05/2023 |
| Lpl Financial | Stuart | FL | 05/2023 | Present |
1) 05/09/2023- ENTERPRISE EARTH LLC - Other: Business Owner - Non-inv. Related - SHERIDAN, WY - Owner - Start Date 01/06/2020 - 0hrs/month - 0% time spent 2) 07/25/2023 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 07/17/2023 - 20 Hours Per Month/ 20 Hours During Trading - Time Spent 15% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 01/11/2024 - Pratt & Whitney Aerospace Company - Outside/W-2 Employment - Facilities Planner - Palm City, FL - Start Date 01/09/2024 - 3 Hours Per Month/ 0 Hours During Trading. 4) 07/23/2025 - Treasure Coast Wealth - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:07/21/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 08/08/2025 - Treasure Coast Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/25/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-21 |
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