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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-12 |
Branch Locations
660 Sentry Parkway Suite 200, Blue Bell, PA 19422 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 07/2019 | 12/2019 |
| Linium Resources | Charlotte | NC | 06/2017 | 07/2019 |
| Assured Partners | Wilkes Barre | PA | 01/2017 | 05/2017 |
| Wilkes University | Wilkes Barre | PA | 08/2016 | 01/2017 |
| Bny Mellon Securities Corporation | New York | NY | 02/2020 | 06/2021 |
| Brinker Capital | Berwyn | PA | 07/2021 | 05/2023 |
| Orion Portfolio Solutions | Omaha | NE | 01/2022 | 05/2023 |
| Wealthcare Advisory Partners, Llc Dba Long Financial Group Llc | Blue Bell | PA | 05/2023 | Present |
| M.S. Howells & Co | Scottsdale | AZ | 05/2023 | Present |
1.Wealthcare Advisory Partners, LLC dba Long Financial Group; Investment related- Yes; 660 Sentry Parkway Suite 200 Blue Bell, PA 19422; Nature- Financial Planning; Position/title- Director; Start date- 5.16.23; Approximately 60hrs per month; of those 160 hours will be during trading hours; Description- Consulting, planning, investments, strategy 2. Wilkes University Alumni Board, Investment Related- No, 84 W. South St. Wilkes-Barre, PA 18766, Nature- New Board Member, Position/Title- Board Member, Start date- 6.7.24, Approximately 3 hours per month, 0 during trading hours, Description- Alumni Relations 3. Greater West Chester Chamber of Commerce; Investment-Realted- No; West Chester, PA; Nature- Next Gen Chair; Position/Title- Executive Committee; Start date- 6.1.24; Approximately 2 hours per month, 1 during trading hours; Description- Participation in Young professional group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-21 |
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