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400 W Main St., Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canon Press | Moscow | ID | 06/2022 | 08/2022 |
| Messiah University | Mechanicsburg | PA | 09/2022 | 05/2025 |
| Messiah University | Mechanicsburg | PA | 01/2023 | 05/2023 |
| Philadelphia Union | Philadelphia | PA | 06/2023 | 08/2023 |
| Lifeguide Financial Advisors, Llc | Mechanicsburg | PA | 01/2024 | 05/2024 |
| The Vanguard Group | Malvern | PA | 06/2024 | 08/2024 |
| Lifeguide Financial Advisors, Llc | Mechanicsburg | PA | 09/2024 | 05/2025 |
| Lifeguide Financial Advisors, Llc | Mechanicsburg | PA | 06/2025 | Present |
| Student | Wilmington | DE | 06/2015 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-25 |
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