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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-16 |
Branch Locations
1042 Columbia Ave, Sinking Spring, PA 19608 • United States
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berks Catholic Highschool | Reading | PA | 09/2014 | 05/2019 |
| Snyder Landscaping | Bernville | PA | 05/2020 | 08/2020 |
| Unemployed | Robesonia | PA | 09/2020 | 05/2021 |
| Snyder Landscaping | Robesonia | PA | 05/2021 | 08/2021 |
| Unemployed | Robesonia | PA | 08/2021 | 06/2022 |
| Techtronic Industries Tti | Wyomissing | PA | 06/2022 | 08/2022 |
| Penn State University | State College | PA | 08/2019 | 05/2023 |
| Unemployed | Robesonia | PA | 05/2023 | 08/2023 |
| Coactive Wealth Strategies | Sinking Springs | PA | 08/2023 | 05/2025 |
| Osaic Wealth, Inc. | Sinking Spring | PA | 10/2024 | 05/2025 |
| Thepartners Wealth Management | Carmel-By-The-Sea | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-15 |
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