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820 Township Line Road Suite 100, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-25 |
Branch Locations
820 Township Line Road Suite 100, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Newtown | PA | 11/2014 | 01/2018 |
| Pnc Investments | Pittsburgh | PA | 07/2017 | 01/2018 |
| Pnc Investments | Pittsburgh | PA | 01/2018 | 10/2018 |
| Pnc Bank | Yardley | PA | 01/2018 | 10/2018 |
| Ventura Wealth Management | Ewing | NJ | 10/2018 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 10/2018 | 10/2024 |
| Osaic Wealth, Inc. | Yardley | PA | 10/2024 | Present |
Lower Bucks Chamber of Commerce-409 Hood BLVD , Fairless Hills PA 19030- Business Description-Chamber of Commerce- Co Chair Young Professional Commitee-Not Investment Related Start Date 07/2024-5 Hours Devoted Per Month-3 Hours Devoted During Market Hours Lower Bucks Chamber of Commerce- Committee Member-409 Hood BLVD , Fairless Hills PA 19030- Business Description-Chamber of Commerce- Not Investment Related Less Than one hour per month devoted-Less Than One Hour Devoted During Market Time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-13 |
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