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Phoenixville, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Financial Associates, Llc | Macungie | PA | 10/2024 | 12/2025 |
| Sei | Oaks | PA | 04/2023 | 12/2023 |
| Ernst & Young | Philadelphia | PA | 08/2022 | 04/2023 |
| Ernst & Young | Philadelphia | PA | 01/2020 | 03/2020 |
| Penn State University | University Park | PA | 08/2019 | 12/2019 |
| Ernst & Young | Philadelphia | PA | 01/2021 | 08/2022 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | 07/2025 |
| Gormley Cpa Services, Llc | Downingtown | PA | 12/2025 | Present |
| Timeless Wealth, Llc | Phoenixville | PA | 10/2025 | Present |
| Phoenixville Community Health Foundation | Phoenixville | PA | 07/2025 | Present |
| Milestone Financial Associates Llc | Macungie | PA | 01/2024 | 10/2024 |
| Instacart | King Of Prussia | PA | 09/2020 | 12/2020 |
| Penn State University | University Park | PA | 03/2020 | 08/2020 |
| Ernst & Young | Philadelphia | PA | 06/2019 | 08/2019 |
| Penn State University | University Park | PA | 08/2018 | 05/2019 |
| Paratek Pharmaceuticals | King Of Prussia | PA | 06/2018 | 08/2018 |
| Penn State University | University Park | PA | 08/2016 | 05/2018 |
| Paratek Pharmaceuticals | King Of Prussia | PA | 05/2017 | 12/2017 |
the name of the other business; Gormley CPA Services, LLC whether the business is investment-related; Not Investment Related the address of the other business; 1120 Kidron Court Downingtown, PA 19335 the nature of the other business; Tax Services your position; title, or relationship with the other business; Tax Preparer the start date of your relationship; 12-08-2025 the approximate number of hours/month you devote to the other business; Seasonal 156 hours a month or 90% of time the number of hours you devote to the other business during securities trading hours; Seasonal January to April. 156 hours a month or 90% of time briefly describe your duties relating to the other business; Tax Preparer, gathering documentation, communication to clients, individual and business tax prep. the name of the other business; Phoenixville Community Health Foundation whether the business is investment-related Not investment related the address of the other business; 821 Gay Street, Phoenixville, PA 19460 the nature of the other business; PCHF is a Private Foundation that works with and donates money to local nonprofits in the Greater Phoenixville area your position; title, or relationship with the other business; Treasurer the start date of your relationship; 7/1/2025 the approximate number of hours/month you devote to the other business; 3 hours or 1.8% a month the number of hours you devote to the other business during securities trading hours; 3 hours or 1.8% a month briefly describe your duties relating to the other business; review the Foundation's budgets (grant and operating) and financial statements produced by the Director of Finance; review grantee applications as well as their financial statements; attend Board meetings
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-04 |
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