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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-04 |
Branch Locations
230 S. Broad Street, 17Th Floor, Philadelphia, PA 19102 • United States
873 E. State Street, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2017 | 05/2018 |
| Wvu Undergraduate Advising Office | Morgantown | WV | 08/2013 | 05/2017 |
| Puebla Foods Inc/La Madera Bistro | Kennett Square | PA | 05/2017 | 12/2017 |
| West Virginia University | Morgantown | WV | 08/2013 | 05/2017 |
| Triad Advisors Llc | Norcross | GA | 06/2018 | 08/2024 |
| Rassler Financial | Philadelphia | PA | 05/2018 | Present |
| Osaic Wealth, Inc. | Philadelphia | PA | 08/2024 | 12/2025 |
| Continuum Advisory, Llc | Eagle | ID | 05/2018 | Present |
1) DBA Rassler Financial; investment related; 230 S. Broad St,17th Floor, Philadelphia, PA 19102; financial advisor; admin; 5/2018; 160 hrs/month; 6.5 hrs during trading; assisting advisor with business, paperwork, calendar management 2) Insurance Licensed; investment related; 230 S. Broad St, 17th Floor, Philadelphia, PA 19102; Agent since 5/20/2019; 8 hrs/month; 8 hrs/month during trading hours; research, administrative & client service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-14 |
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