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1150 Glenlivet Drive Suite A-18, Allenton, PA 18106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-12 |
Branch Locations
1150 Glenlivet Drive Suite A-18, Allenton, PA 18106 • United States
Charleston, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2017 | 11/2018 |
| University Of South Carolina | Columbia | SC | 08/2016 | 12/2016 |
| University Of South Carolina | Columbia | SC | 08/2013 | 05/2017 |
| Kitu Life | New York | NY | 11/2018 | 12/2019 |
| Hornor Townsend & Kent Llc | Horsham | PA | 01/2020 | 05/2020 |
| The Fairman Group, Llc | Chesterbrook | PA | 05/2020 | 01/2024 |
| Ethos Financial Group, Llc | King Of Prussia | PA | 01/2024 | 02/2026 |
| Stillwater Private Wealth, Llc | Charleston | SC | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-23 |
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