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400 W Main St., Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeguide Financial Advisors, Llc | Mechanicsburg | PA | 07/2024 | Present |
| Lifeguide Financial Advisors, Llc | Mechanicsburg | PA | 07/2023 | 08/2023 |
| Grove City College | Grove City | PA | 01/2023 | 05/2024 |
| Summer's Best Two Weeks | Boswell | PA | 05/2022 | 08/2022 |
| Pheple Federal Cedit Union | Greensburg | PA | 07/2021 | 08/2021 |
| Pheple Federal Credit Union | Greensburg | PA | 07/2018 | 01/2021 |
| Grove City College | Grove City | PA | 08/2020 | 05/2024 |
| Student | Trafford | PA | 07/2014 | 07/2018 |
1) DoorDash; not investment-related; item delivery services; dasher; start date: 05/2023; hours/month: 3; hours/month during securities trading hours: 0; bring orders (food, groceries, etc.) from the restaurant/store to the customer using a personal vehicle.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-16 |
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