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Current Employers
Valley Forge Investment Consultants, Inc.

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-05
  • PA RA
    APPROVED
    Since 2024-09-05

Branch Locations

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Greensboro NC 09/2022 01/2023
High Point University High Point NC 09/2019 05/2023
A Dui Pyle West Chester PA 06/2022 07/2022
Ups West Chester PA 06/2021 08/2021
Bishop Shanahan High School Downingtown PA 09/2015 06/2019
Doordash Phoenixville PA 03/2020 08/2020
Sedona Tap House Phoenixville PA 06/2019 09/2019
Ihop Downingtown PA 12/2018 01/2019
49 Wealth Management Charlotte NC 06/2023 03/2024
Purshe Kaplan Sterling Investments Albany NY 06/2023 03/2024
Valley Forge Financial Group Audubon PA 07/2024 Present
Doordash Charlotte NC 03/2024 07/2024
  • 09/2022 → 01/2023
    Northwestern Mutual
    Greensboro, NC
  • 09/2019 → 05/2023
    High Point University
    High Point, NC
  • 06/2022 → 07/2022
    A Dui Pyle
    West Chester, PA
  • 06/2021 → 08/2021
    Ups
    West Chester, PA
  • 09/2015 → 06/2019
    Bishop Shanahan High School
    Downingtown, PA
  • 03/2020 → 08/2020
    Doordash
    Phoenixville, PA
  • 06/2019 → 09/2019
    Sedona Tap House
    Phoenixville, PA
  • 12/2018 → 01/2019
    Ihop
    Downingtown, PA
  • 06/2023 → 03/2024
    49 Wealth Management
    Charlotte, NC
  • 06/2023 → 03/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2024 → Present
    Valley Forge Financial Group
    Audubon, PA
  • 03/2024 → 07/2024
    Doordash
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-05
S63 Uniform Securities Agent State Law Examination 2023-03-17
  • S65 Uniform Investment Adviser Law Examination
    2024-09-05
  • S63 Uniform Securities Agent State Law Examination
    2023-03-17

View on SEC IAPD

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