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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-10 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
3435 Winchester Road Suite 102, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Asset Management | Horsham | PA | 09/2022 | 03/2023 |
| Crane Payment Innovations | Malvern | PA | 09/2021 | 03/2022 |
| Veeva Systems | Fort Washington | PA | 09/2020 | 03/2021 |
| Acme Markets | Ocean City | NJ | 05/2018 | 09/2020 |
| Drexel University | Philadelphia | PA | 03/2021 | 09/2021 |
| Drexel University | Philadelphia | PA | 03/2022 | 09/2022 |
| Drexel University | Philadelphia | PA | 03/2023 | 03/2024 |
| Northeast Financial Group, Inc. | Allentown | PA | 06/2024 | 03/2026 |
| Moorestown High School | Moorestown | NJ | 09/2015 | 06/2019 |
| Choreo, Llc | Allentown | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-10 |
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