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16 North Franklin Street Suite 302, Doylestown, PA 18901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-28 |
| FL | RA | APPROVED | 2025-10-23 |
| NJ | RA | APPROVED | 2025-10-23 |
| PA | RA | APPROVED | 2019-08-21 |
| TX | RA | APPROVED | 2019-08-20 |
Branch Locations
16 North Franklin Street Suite 302, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Villanova University | Villanova | PA | 06/2013 | 12/2016 |
| Susquehanna International Group | Bala Cynwyd | PA | 01/2017 | 06/2017 |
| Penn Mutual Life Insurance | Horsham | PA | 06/2017 | 05/2019 |
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2017 | 08/2019 |
| Opulus Llc | Doylestown | PA | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-30 |
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