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3401 North Front Street Suite 301, Harrisburg, PA 17110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-22 |
Branch Locations
3401 North Front Street Suite 301, Harrisburg, PA 17110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lebanon Valley College | Annville | PA | 08/2015 | 05/2019 |
| Event Central Rental And Sales | Mechanicsburg | PA | 07/2015 | 08/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2022 | 04/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2022 | 04/2025 |
| Kca Wealth Management | Camp Hill | PA | 06/2019 | 04/2025 |
| Concourse Financial Group Advisors | Camp Hill | PA | 06/2021 | 05/2022 |
| Concourse Financial Group Securities, Inc. | Camp Hill | PA | 08/2019 | 05/2022 |
| Sevenbridge Financial Group, Llc | Harrisburg | PA | 04/2025 | Present |
| Kca Wealth Management | Camp Hill | PA | 06/2018 | 06/2019 |
Cedar Cliff High School; not investment-related; 1301 Carlisle Rd, Camp Hill, PA. 17011; Football Coach; Assistant Offensive Line Coach; 1/1/2020; 20 hours per month; 0 during trading hours; Coach/mentor high school football players
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-14 |
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