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3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-08-13 |
Branch Locations
3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 05/2014 | 04/2026 |
| Quadrant Private Wealth Management, Llc | Bethlehem | PA | 07/2015 | 05/2024 |
| Quadrant Private Wealth Management, Llc | Center Valley | PA | 05/2024 | Present |
| Private Client Services | Center Valley | PA | 04/2026 | Present |
1. QUADRANT PRIVATE WEALTH MANAGEMENT, LLC DBA QUADRANT CAPITAL, INVESTMENT-RELATED, 3850 SIERRA CIRCLE, SUITE 300, CENTER VALLEY, PA 18034. PARTNER ADVISOR, 7/2015-PRESENT. 160 HOURS PER MONTH; 130 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-05 |
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