409 S. Pugh Street, State College, PA, 16801
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Lisa is a co-owner of Lifestyle Retirement Company, a third-party administrator to qualified employer retirement benefit plans. This is Lisa's primary employment, consuming all business hours during securities trading hours.