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2 West Market Street Suite 200, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-11 |
| FL | RA | APPROVED | 2021-05-07 |
| NJ | RA | APPROVED | 2020-01-22 |
| DE | RA | APPROVED | 2020-01-02 |
| PA | RA | APPROVED | 2020-01-02 |
| TX | RA | APPROVED | 2020-01-02 |
Branch Locations
2 West Market Street Suite 200, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apw Capital, Inc. (Formerly Camas) | Rockaway | NJ | 12/2008 | 12/2019 |
| Compass Ion Advisors, Llc | Conshohocken | PA | 12/2008 | 03/2020 |
| Stonecrop Wealth Advisors, Llc | Chadds Ford | PA | 01/2020 | Present |
1. JURIS DOCTORATE; NON-INVESTMENT RELATED; WILMINGTON, DE; LICENSED ATTORNEY 2. INSURANCE LICENSE; INVESTMENT RELATED; WEST CONSHOHOCKEN, PA; SINCE 2008; AS NEEDED; ASSIST CLIENTS WITH INSURANCE NEEDS 3. Missio Seminary, Investment related:No, 200 N. Main Street, Hatfield, PA, 19440, Board Member, Board Member, 02/01/2017, 2, Board Member 4. ENTITY NAME: GORDON COLLEGE; INVESTMENT RELATED: NO; ADDRESS: WENHAM, MA; NATURE OF THE OTHER BUSINESS: HIGHER EDUCATION' POSITION/TITLE/RELATIONSHIP: VOLUNTEER; START DATE: 05/14/2023; APPROXIMATE # OF HOURS A MONTH: 3-5 DAYS A YEAR APPROXIMATE # OF HOURS DURING SECURITIES HOURS: ALL BRIEFLY DESCRIBE YOUR DUTIES: BOARD OF TRUSTEES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-06 |
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