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Bensalem, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abec Pharmaceuticals | Allentown | PA | 07/2022 | 07/2023 |
| Missouri Welding Institute | Nevada | MO | 03/2022 | 06/2022 |
| United States Marine Corps | Jacksonville | NC | 07/2018 | 02/2022 |
| Chicago Pizza | North Kingstown | RI | 06/2016 | 11/2017 |
| Rhode Island State Beaches | Matunuck | RI | 06/2016 | 08/2017 |
| North Kingstown Sr. Highschool | North Kingstown | RI | 09/2014 | 06/2018 |
| Lpl Financial Llc | Allentown | PA | 08/2023 | 07/2025 |
| Private Advisor Group, Llc | Allentown | PA | 07/2023 | 07/2025 |
| Atlantic Financial Management Llc | Bensalem | PA | 08/2025 | Present |
| Harbour Closing Company | Bensalem | PA | 08/2025 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Harbour Closing Company; Not investment-related; Bensalem, PA 19020; Owner; Mobile notary and real estate wholesaling; Conduct homeclosings as a notary and wholesale property; Approx. 40% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-08 |
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