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Wyndmoor, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2012 | 11/2017 |
| Thayer Partners, Llc | Wyndmoor | PA | 12/2011 | Present |
1) LICENSED INSURANCE PROFESSIONAL; BUSINESS IS CONDUCTED FROM WYNDMOOR, PA 19038; INVESTMENT RELATED 2) THAYER FINANCIAL PARTNERS I, LLC; PARTNER AND PRESIDENT; INVESTMENT RELATED; DUTIES INCLUDE ADMINISTRATION OF THE LLC; APPROXIMATELY 1 HOUR PER MONTH IS SPENT ON THIS ACTIVITY. 3) AMIGODATA; 601 South Figueroa Street, Suite # 4050, Los Angeles, CA. 91117; ENERGY EFFICIENCY FOR DATA CENTER; NON-INVESTMENT RELATED; IS COMPENSATED; 8 HOURS PER MONTH; MEMBER OF ADVISORY BOARD; PROVIDE OVERSIGHT AND GUIDANCE TO CO- FOUNDER AND STRATEGIC ADVICE TO COMPANY; 4) LEGACY PODCAST; 8309 Stenton Avenue, Wyndmoor, Pennsylvania 19038; INFORMATIONAL PODCAST WITH BUSINESS OWNERS TO DISCUSS THEIR LEGACY; NON-INVESTMENT RELATED; HOST; 6-12 HOURS PER MONTH; NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-07 |
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