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3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-24 |
Branch Locations
3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandy Run Middle School | Dresher | PA | 09/2015 | 08/2018 |
| Upper Dublin High School | Fort Washington | PA | 09/2018 | 06/2022 |
| Fox Pools Management | Elkins Park | PA | 05/2019 | 08/2019 |
| Sonic Drive-In | Willow Grove | PA | 05/2020 | 12/2020 |
| Captain Andy's Market | Wyndmoor | PA | 02/2021 | 08/2021 |
| Sunny Willow Swim Club | Willow Grove | PA | 05/2021 | 08/2021 |
| Ymca | Ambler | PA | 02/2022 | 08/2023 |
| Sunny Willow Swim Club | Willow Grove | PA | 05/2022 | 08/2022 |
| Temple University | Philadelphia | PA | 08/2022 | 05/2026 |
| Sprouts | Dresher | PA | 06/2023 | 08/2023 |
| Temple University | Philadelphia | PA | 05/2024 | 05/2024 |
| Carpenter Technology Corporation | Philadelphia | PA | 05/2024 | 08/2024 |
| Mycio Wealth Partners, Llc | Philadelphia | PA | 05/2025 | 04/2026 |
| Mycio Wealth Partners, Llc | Philadelphia | PA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-24 |
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