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80 West Tioga Street, Tunkhannock, PA 18657 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stone House Investment Management | Tunkhannock | PA | 09/2023 | Present |
| Citizens & Northern Bank | Sayre | PA | 12/2000 | 09/2023 |
Schultz Auto Body & Detail, LLC, Collision Repair Shop - not investment related. 30370 Route 6 Wysox PA 18854, 49% owner, Secretary/Treasurer, 2009, between 1 to 5 hours monthly spent on this business - little to none of it during working hours, Paperwork and Data Gathering for the Accountant for the Business. Pennsylvania Insurance Life, Fixed Annuity, Health & Accident License and act in the capacity of agent for clients at Stone House. April 2004
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-07 |
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