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11925 South 700 East, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gjo Financial | Chalfont | PA | 03/2023 | Present |
| Grandview Hospital | Quakertown | PA | 03/2023 | 03/2023 |
| Giant Food Store | Chalfont | PA | 08/2018 | 02/2023 |
| Pondel Wilkinson | Chalfont | PA | 06/2022 | 08/2022 |
| Penn State | Abington | PA | 08/2021 | 12/2021 |
| Warrington Pastry Shop | Warrington | PA | 04/2019 | 07/2021 |
| Unemployed | Chalfont | PA | 03/2014 | 08/2018 |
TruChoice Financial; non-investment related; home office 603 Musket Court Chalfont, PA 18914; Insurance sales, agent, 2/21/2024; 20 hours per month; 2 hours during securities trading hours; sell life and fixed insurance. Bucks County Herald; non-investment related; 875 N Easton Rd Suite B-1 Doylestown, PA 18902; periodically write about current events for the local paper; freelance writer; 2/21/2023; 1 hour per month, non during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-21 |
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