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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-20 |
Branch Locations
1 East Broad Street Suite 550, Bethlehem, PA 18018 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nbome | Conshohocken | PA | 06/2017 | 04/2018 |
| Nbome | Conshohocken | PA | 11/2014 | 06/2017 |
| Valic Financial Advisors, Inc. | Pittsburgh | PA | 04/2018 | 07/2026 |
| Aim High Studio | Norristown | PA | 03/2014 | 11/2024 |
| Rodan And Fields | San Francisco | CA | 01/2017 | 07/2026 |
| Agia | Houston | TX | 12/2022 | 07/2026 |
| Lincoln Investment | Fort Washington | PA | 07/2026 | Present |
Souderton Area Youth Football and Cheerleading Position: Director of Cheerleading Nature: Youth Football and Cheerleading Organization Investment Related: No Hours: 12 Securities Trading Hours: 0 Start Date: 2/1/2026 Address: PO Box 64339 Souderton, PA 18964 Description: Oversee the cheer program
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-10 |
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