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302 French Street, Erie, PA 16507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-16 |
| PA | RA | APPROVED | 2024-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evident Financial | Erie | PA | 05/2023 | 10/2024 |
| Evident Financial | Erie | PA | 05/2022 | 05/2023 |
| Nwpa Innovation Beehive Network | Erie | PA | 03/2021 | 06/2022 |
| Gannon University | Erie | PA | 08/2018 | 05/2023 |
| Gold Coast City Council | Gold Coast | 11/2017 | 08/2018 | |
| The Southport School | Gold Coast | 02/2012 | 11/2017 | |
| Evident Financial | Erie | PA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-16 |
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