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Brendan Patrick Mcconnell

Ac Wealth Partners

Berwyn, PA

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Current Employers
Ac Wealth Partners

1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-09-25
  • PA RA
    APPROVED
    Since 2023-09-25

Branch Locations

1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312 • 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
Brinker Capital Securities, Llc Berwyn PA 05/2000 01/2022
Orion Portfolio Solutions Omaha NE 01/2022 04/2022
Unemployed Malvern PA 04/2022 07/2022
Ategenos Capital, Llc Berwyn PA 07/2022 Present
  • 05/2000 → 01/2022
    Brinker Capital Securities, Llc
    Berwyn, PA
  • 01/2022 → 04/2022
    Orion Portfolio Solutions
    Omaha, NE
  • 04/2022 → 07/2022
    Unemployed
    Malvern, PA
  • 07/2022 → Present
    Ategenos Capital, Llc
    Berwyn, PA
Previous Registrations
  • 2022-01-12 → 2022-06-03
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Berwyn, PA
  • 2020-10-19 → 2021-12-31
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2006-05-10 → 2020-10-16
    Brinker Capital Inc
    Berwyn, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-31
S63 Uniform Securities Agent State Law Examination 2001-01-03
  • S65 Uniform Investment Adviser Law Examination
    2001-01-31
  • S63 Uniform Securities Agent State Law Examination
    2001-01-03

View on SEC IAPD

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Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA
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