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Current Employers
Compass Ion Advisors, Llc

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2020-11-23
PA RA APPROVED 2013-11-22
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2020-11-23
  • PA RA
    APPROVED
    Since 2013-11-22

Branch Locations

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Drexel Hill, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Apw Capital, Inc. (Formerly Camas) Rockaway NJ 12/2008 01/2023
Compass Ion Advisors, Llc Conshohocken PA 12/2008 Present
Keel Point Huntsville AL 01/2023 Present
  • 12/2008 → 01/2023
    Apw Capital, Inc. (Formerly Camas)
    Rockaway, NJ
  • 12/2008 → Present
    Conshohocken, PA
  • 01/2023 → Present
    Keel Point
    Huntsville, AL
Previous Registrations
  • 2008-12-02 → 2014-01-29
    Totowa, NJ
  • 2009-01-07 → 2009-12-05
    Ege Advisors, Ltd.
    King Of Prussia, PA
  • 2001-09-07 → 2008-12-31
    Ege Advisors, Ltd.
    King Of Prussia, PA
Other Businesses

(1.) NAME OF OBA: ST. MARY MAGDALENE COMMUNITY; ADDRESS OF OBA: DREXEL HILL, PA 19026; NATURE: CHURCH COMMUNITY; INVESTMENT RELATED: NO; TITLE WITH OBA: TREASURER; DUTIES: COLLECT RECEIPTS, PAY BILLS, MAINTAIN BOOKS AND PROVIDE FINANCIAL REPORTS; START DATE: 08/2015; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: PAR-RECYCLE WORKS; ADDRESS OF OBA: PHILADELPHIA, PA 19144; NATURE: NOT FOR PROFIT ORGANIZATION PROVIDING EMPLOYMENT TO EX-OFFENDERS BY RECYCLING OBSOLETE ELECTRONICS; INVESTMENT RELATED: NO; TITLE WITH OBA: PRESIDENT / BOARD CHAIR; DUTIES: OVERSIGHT OF BOARD AND FUNDRAISING; START DATE: 11/26/2014; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: THE JAZZ SANTUARY; ADDRESS OF OBA: PHILADELPHIA, PA 19130; NATURE: NON-PROFIT MUSIC ORGANIZATION; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: ATTEND BOARD MEETINGS, PROVIDE ORGANIZATIONAL GUIDANCE; START DATE: 01/2018; APPROX. NUMBER OF HOURS/MONTH: 1-2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: MISSIONARY SISTERS OF THE HOLY ROSARY; ADDRESS OF OBA: BRYN MAWR, PA 19101; NATURE: INVESTMENT COMMITTEE; INVESTMENT RELATED: YES; TITLE WITH OBA: INVESTMENT COMMITTEE MEMBER; DUTIES: REVIEW AND EVALUATE ACTIVITIES OF THE INVESTMENT ADVISOR AND REVIEW THEIR RECOMMENDATIONS AND PROVIDE APPROVAL AS APPROPRIATE; START DATE: 03/01/2023; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-29
S66 Uniform Combined State Law Examination 1999-02-16
  • S65 Uniform Investment Adviser Law Examination
    2007-10-29
  • S66 Uniform Combined State Law Examination
    1999-02-16

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