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1051 Lindenhurst Road, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-29 |
| PA | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 06/2020 | 08/2022 |
| Shipley Energy | York | PA | 05/2019 | 03/2020 |
| Northampton Valley Country Club | Richboro | PA | 03/2016 | 04/2019 |
| Penn State University | State College | PA | 03/2016 | 06/2020 |
| Fisher Investments | Plano | TX | 08/2022 | 03/2025 |
| Watermark Retirement Communities | Dallas | TX | 04/2025 | 03/2026 |
| Attleboro Wealth Management Llc | Yardley | PA | 03/2026 | Present |
| Attleboro Wealth Management Llc | Yardley | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-05 |
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