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Elizabethtown, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-11-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 5 Points Family Wealth, Llc | Hummelstown | PA | 04/2017 | 07/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2017 | 08/2020 |
| Avantra Family Wealth | Mechnicsburg | PA | 07/2017 | 08/2020 |
| Bank Of America | Camp Hill | PA | 01/2016 | 12/2016 |
| Retired | Hummelstown | PA | 01/2017 | 06/2017 |
| Miacomet Partners Llc | Mechanicsburg | PA | 01/2020 | 07/2021 |
| Altius Learning Inc. | Hershey | PA | 06/2020 | Present |
| Harmony Road Advisors, Llc | Elizabethtown | PA | 08/2020 | Present |
Altius Learning Inc - not investment related- 1830 Prospector Ave Park City Ut 84060 - training and coaching financial professionals - Principal - June 2020 - 40 hrs/month - 5 hrs/day 2 days a week during trading hrs - training financial professionals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-26 |
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