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602 North Front Street, Wormleysburg, PA 17043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-14 |
Branch Locations
221 W Philadelphia St Suite 201, York, PA 17401 • United States
602 North Front Street, Wormleysburg, PA 17043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collective Family Office, Llc | York | PA | 06/2023 | 10/2023 |
| Collective Family Office, Llc | York | PA | 10/2023 | 09/2025 |
| South Eastern School District | Fawn Grove | PA | 10/2013 | 06/2018 |
| York College Of Pa | York | PA | 08/2018 | 05/2023 |
| Eisenhart & Co. Cpas | York | PA | 01/2022 | 04/2022 |
| Eisenhart & Co. Cpas | York | PA | 01/2023 | 04/2023 |
| Stonebridge Financial Group, Llc | Wormleysburg | PA | 10/2025 | Present |
| Emc Cpas, Llc | York | PA | 09/2025 | Present |
The name of the other business is emc CPAs, LLC. This business is not investment related. It is located at 221 W. Philadelphia St, Suite 201, York, PA 17401. It is a public accounting firm that engages in the preparation of income tax returns. My position is client service associate. This relationship started on September 16, 2025. I will devote roughly 15-20 hours a month to this business. Roughly 13-18 of these hours will be during securities trading hours. My duties involve reviewing client-provided documentation such as W-2s and 1099s and entering data into tax software.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-04 |
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