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Pottstown, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boyertown High School | Boyertown | PA | 05/2015 | 06/2019 |
| Frecon Farms | Boyertown | PA | 11/2017 | 02/2018 |
| Unemployed | Boyertown | PA | 06/2019 | 08/2019 |
| Lock Haven University | Lock Haven | PA | 08/2019 | 05/2021 |
| Doordash | Spring City | PA | 05/2021 | 01/2022 |
| All-Star Sports Academy | Downingtown | PA | 06/2022 | 11/2022 |
| Legacy Planning Partners | West Chester | PA | 01/2022 | 01/2023 |
| Long Financial Group | Blue Bell | PA | 01/2023 | 03/2024 |
| Lpl Financial Llc | Harleysville | PA | 03/2024 | 01/2026 |
| West Chester University | West Chester | PA | 08/2021 | 05/2023 |
| Great Oak Wealth Management | Pottstown | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-06 |
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