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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-12 |
Branch Locations
3435 Winchester Road Suite 102, Allentown, PA 18104 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Pittsburgh | PA | 08/2024 | 07/2025 |
| Berkeley Stone | Englishtown | NJ | 05/2024 | 08/2024 |
| Unemployed | Pittsburgh | PA | 01/2024 | 05/2025 |
| Guy & O'NEil | Fredonia | WI | 12/2023 | 01/2024 |
| Unemployed | Pittsburgh | PA | 08/2022 | 12/2022 |
| Pittsburgh Steelers | Pittsburgh | PA | 05/2023 | 08/2023 |
| Unemployed | Pittsburgh | PA | 01/2023 | 05/2023 |
| Guy & O'NEil | Fredonia | WI | 12/2022 | 01/2023 |
| Performance Health | Cedarburg | WI | 05/2022 | 08/2022 |
| Unemployed | Pittsburgh | PA | 01/2022 | 05/2022 |
| Engineered Exhaust Systems | Saukville | WI | 12/2021 | 01/2022 |
| Unemployed | Cedarburg | WI | 08/2020 | 12/2021 |
| Culver's | Grafton | WI | 06/2018 | 08/2020 |
| Unemployed | Cedarburg | WI | 06/2015 | 06/2018 |
| Unemployed | Pittsburgh | PA | 08/2023 | 12/2023 |
| Northeast Financial Group, Inc | Allentown | PA | 07/2025 | 03/2026 |
| Choreo, Llc | Allentown | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-10 |
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