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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 2023-04-28
  • PA RA
    APPROVED
    Since 2023-04-28

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
Valley Forge Investment Consultants, Inc. Audubon PA 11/2022 Present
Integra Realty Resources Philadelphia PA 08/2021 11/2022
Jpmorgan Chase & Co. Harleysville PA 07/2020 08/2020
Lowes Hatfield PA 06/2019 07/2019
Freddy Hill Farms Lansdale PA 06/2015 08/2018
Penn State University State College PA 08/2017 05/2021
North Penn Senior High School Lansdale PA 09/2014 06/2017
  • 11/2022 → Present
    Audubon, PA
  • 08/2021 → 11/2022
    Integra Realty Resources
    Philadelphia, PA
  • 07/2020 → 08/2020
    Jpmorgan Chase & Co.
    Harleysville, PA
  • 06/2019 → 07/2019
    Lowes
    Hatfield, PA
  • 06/2015 → 08/2018
    Freddy Hill Farms
    Lansdale, PA
  • 08/2017 → 05/2021
    Penn State University
    State College, PA
  • 09/2014 → 06/2017
    North Penn Senior High School
    Lansdale, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-21
  • S65 Uniform Investment Adviser Law Examination
    2023-04-21

View on SEC IAPD

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