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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-01 |
Branch Locations
33 W. Court Street, Doylestown, PA 18901 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Collegeville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golds Gym | San Antonio | TX | 05/2018 | 06/2019 |
| Full Time Student | Philadelphia | PA | 08/2018 | 12/2021 |
| Lulu Country Club | Glenside | PA | 07/2019 | 01/2020 |
| Marshall Financial Group, Inc. | Doylestown | PA | 12/2021 | 11/2025 |
| Military | Fpo Ap | 02/2016 | 02/2018 | |
| Creative Planning, Llc | Doylestown | PA | 12/2025 | Present |
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