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32 Regency Plaza, Glen Mills, PA 19342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2019-08-05 |
| PA | RA | APPROVED | 2015-06-26 |
| NJ | RA | APPROVED | 2015-06-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantum Strategies, Llc | Glen Mills | PA | 04/2015 | Present |
| William Rizzo, Sole Proprietor | Glen Mills | PA | 04/2014 | Present |
| William Rizzo, Sole Proprietor | Glen Mills | PA | 01/1989 | Present |
| Oden Property Management | Glen Mills | PA | 12/2013 | 04/2019 |
| Sports Performance Institute | Glen Mills | PA | 04/2012 | 01/2018 |
1. William Rizzo, Sole Proprietor; Investment Related; Glen Mills, PA; Insurance Agent; Fixed Insurance Sales; Approximately 15 hours spent per month; Approximately 15 hours spent during trading hours per month; started 04/2014. 2. William Rizzo, Sole Proprietor; Non-investment related; Chadds Ford, PA; Landlord/OWNER OF MULTIPLE RESIDENTIAL PROPERTIES; 0HRS/WK DURING SECURITIES TRADING & 1HR/WKND & EVENINGS Started 1/1989.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 1993-11-08 |
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