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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-22 |
| CA | RA | APPROVED | 2026-01-15 |
Branch Locations
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
Mechanicsburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard/Vanguard Mktg Corp. | Malvern | PA | 05/2017 | 08/2018 |
| Central Credit Audit/Statewide Tax Recovery | Sunbury | PA | 05/2016 | 12/2016 |
| Bloomsburg University | Bloomsburg | PA | 08/2012 | 12/2016 |
| Rbc Wealth Management/ Rbc Capital Markets, Llc | Conshohocken | PA | 08/2018 | 10/2019 |
| Copeland Cap. Mgmt/Vigilant Distrib., Llc/Northern Lights | Conshohocken | PA | 10/2019 | 12/2025 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 01/2026 | Present |
| Unemployed | Millmont | PA | 12/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-31 |
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