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Decatur, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-21 |
Branch Locations
Philadelphia, PA • United States
Decatur, GA • United States
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 |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Malvern | PA | 06/2016 | 03/2017 |
| The Training Station | Philadelphia | PA | 12/2015 | 07/2017 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 03/2017 | 08/2018 |
| Td Ameritrade, Inc. | San Diego | CA | 08/2018 | 04/2020 |
| Janney Montgomery Scott | Philadelphia | PA | 03/2017 | 08/2018 |
| Tiaa | Philadelphia | PA | 05/2020 | 11/2023 |
| Tiaa Cref Individual & Institutional Services, Llc | Philadelphia | PA | 05/2020 | 11/2023 |
| Slp Wealth | Philadelphia | PA | 12/2023 | 07/2024 |
| Student Loan Planner | Philadelphia | PA | 07/2023 | 07/2024 |
| Xypn Invest | Philadelphia | PA | 07/2024 | 12/2024 |
| Dotdash | Philadelphia | PA | 11/2023 | 12/2025 |
| Dalton Education | Alpharetta | GA | 10/2023 | 06/2026 |
| Motley Fool Wealth Management, Llc | Alexandria | VA | 12/2024 | 07/2025 |
| Chicory Wealth | Decatur | GA | 07/2025 | Present |
Danko Education; not investment related; 104 Pheasant Run, Suite 103, Newtown PA 18940; financial planning instruction; 6/1/2026.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-14 |
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