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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-17 |
Branch Locations
100 State St. Suite 420, Eries, PA 16507 • United States
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn State Erie, The Behrend College | Erie | PA | 08/2015 | 05/2019 |
| Happi 927 | Erie | PA | 06/2015 | 09/2016 |
| Captain Mcfinn And Friends | Erie | PA | 09/2016 | 03/2017 |
| Pnc Private Bank | Erie | PA | 05/2018 | 06/2022 |
| Red Letter Hospitality | Erie | PA | 10/2018 | 08/2019 |
| Darden Restaurants | Erie | PA | 05/2018 | 08/2019 |
| Roadhouse 698 | Edinboro | PA | 08/2018 | 11/2018 |
| Noosa | Erie | PA | 06/2018 | 10/2018 |
| Bkd, Llc | Erie | PA | 05/2017 | 07/2017 |
| Lpl Financial Llc | Erie | PA | 06/2022 | Present |
| Gladstone Wealth Partners | Erie | PA | 10/2022 | Present |
1- 09/15/2022 - Freedom Investment Management Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2- 10/18/2024 - Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/07/2024 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
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