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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-10 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
3435 Winchester Road Suite 102, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pittsburgh | Pittsburgh | PA | 08/2019 | 04/2023 |
| Northeast Financial Group, Inc. | Allentown | PA | 05/2023 | 03/2026 |
| Fedex | Northampton | PA | 05/2021 | 08/2021 |
| Instacart | Allentown | PA | 04/2020 | 07/2020 |
| Redner's Warehouse Markets | Northampton | PA | 06/2018 | 08/2019 |
| Northampton Area High School | Northampton | PA | 06/2015 | 06/2018 |
| Choreo, Llc | Allentown | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-21 |
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