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2 Bala Plaza Suite 515, Bala Cynwyd, PA 19004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-07 |
| PA | RA | APPROVED | 2018-12-27 |
Branch Locations
2 Bala Plaza Suite 515, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Advisor Services | Bala Cynwyd | PA | 08/2013 | 09/2016 |
| Kestra Investment Services, Inc. | Austin | TX | 08/2013 | 12/2018 |
| Odyssey Capital Advisors Inc. | Bala Cynwyd | PA | 12/2018 | Present |
| Odyssey Capital Advisors Inc. | Bala Cynwyd | PA | 10/2018 | Present |
| Lankenau Holdings, Llc | Bala Cynwyd | PA | 05/2018 | Present |
| Germantown Entertainment, Llc | Bala Cynwyd | PA | 11/2016 | 12/2019 |
| Uptown Ideas Llc | Bala Cynwyd | PA | 06/2015 | 04/2018 |
| Saxony Securities | St. Louis | MO | 01/2019 | 05/2019 |
| Kestra Advisory Services, Llc | Austin | TX | 04/2016 | 12/2018 |
| First Genesis Financial Group | Austin | TX | 07/2007 | 04/2018 |
1) Lankenau Holdings, LLC; Real Estate Investor; Non-Investment related; Located at 111 E. Presidential Blvd Ste 233. 2) Insurance Agent; Investment Related; 111 Presidential Blvd. Ste 233 Bala Cynwyd, PA 19004, began12/2018, approximately 8 Hours per month (all during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-02 |
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