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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-22 |
Branch Locations
480 New Holland Avenue Suite 6204, Lancaster, PA 17602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Warrington | PA | 08/2023 | 11/2024 |
| Duquesne University | Pittsburg | PA | 08/2019 | 12/2019 |
| Shippensburg University | Shippensburg | PA | 01/2020 | 05/2023 |
| Bdo, Llp | Philadelphia | PA | 06/2022 | 08/2022 |
| Eggxotic Plus Inc. | Lititz | PA | 06/2018 | 12/2022 |
| Tg Lawn Care | Lititz | PA | 05/2020 | 08/2021 |
| Self-Employed | Lititz | PA | 01/2020 | 12/2021 |
| The Prudential Insurance Company Of America | Warrington | PA | 02/2024 | 07/2025 |
| Lpl Enterprise, Llc | Camp Hill | PA | 11/2024 | 07/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 10/2025 | 04/2026 |
| Vanguard Marketing Corporation | Malvern | PA | 10/2025 | 04/2026 |
| Warwick High School | Lititz | PA | 09/2016 | 06/2019 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | Present |
| Align Wealth Strategies | Lancaster | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-25 |
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