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Paoli, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Valley Tax & Financial Services | Paoli | PA | 09/2024 | Present |
| Ascensus | Dresher | PA | 10/2022 | 07/2023 |
| Mng Health | Bensalem | PA | 03/2022 | 10/2022 |
| 4U Platform | Lemont | IL | 08/2021 | 02/2022 |
| Vanguard | Malvern | PA | 03/2017 | 08/2021 |
| Comcast Cable | Philadelphia | PA | 07/2012 | 03/2017 |
| Unemployed | Paoli | PA | 07/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-11 |
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