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17102 Conneaut Lake Road, Meadville, PA 16335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-06-30 |
Branch Locations
17102 Conneaut Lake Road, Meadville, PA 16335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millennial Money Management Llc | Meadville | PA | 04/2017 | 11/2023 |
| World Traveling | Pittsburgh | PA | 07/2016 | 03/2017 |
| Brookhouse Advisors Llc | Meadville | PA | 11/2023 | Present |
Meadville YMCA (non-profit). Start Date: August 2021. 356 Chestnut Street, Meadville, PA 16335. Vice President of the Board of Directors & Finance Committee Member, volunteer position. Brookhouse Advisors, LLC serves as a compensated investment adviser for Meadville YMCA. Time spent on this activity: ~ 8 hours/month during securities trading hours. Saegertown United Methodist Church (non-profit/religious institution). Start Date: January 2022. 620 Euclid Ave., Saegertown, PA 16433. General Board Member & Finance Committee Chairperson, volunteer position, not compensated. Time spent on this activity: ~8 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-18 |
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