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993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-01 |
Branch Locations
993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Advisor Group, Llc | King Of Prussia | PA | 06/2012 | 09/2019 |
| Lpl Financial Llc | King Of Prussia | PA | 05/2007 | 09/2019 |
| Kathmere Capital Management | Wayne | PA | 09/2019 | Present |
1. 05/11/2007 - No Business Name - Fixed Insurance - Investment Related - At Reported Business Location(s) - Fixed insurance needs of clients - Time Spent: 25% 2. 07/07/2015 - KPM FINANCIAL LLC - INV REL - 150 SOUTH WARNER RD. SUITE 300 KING OF PRUSSIA, PA 19406 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 07/01/15 - 1 HOUR PER MONTH, 1 DURING TRADING - LPL FEES AND LPL COMMISSIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-29 |
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