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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 | 01/2024 | 07/2024 |
| Grace Church | Des Moines | IA | 05/2022 | 07/2022 |
| Parable Communications | Urbandale | IA | 04/2022 | 03/2024 |
| Lorenz And Jones | Grimes | IA | 05/2019 | 08/2020 |
| Jersey Mike's Subs | Lynchburg | VA | 03/2019 | 05/2019 |
| Hy-Vee | Urbandale | IA | 05/2015 | 06/2018 |
| Liberty University | Lynchburg | VA | 08/2018 | 05/2024 |
| Student | Urbandale | IA | 07/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-20 |
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