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626 South State Street, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
| NJ | RA | APPROVED | 2024-12-04 |
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ethos Capital Management, Inc. | Newtown | PA | 09/2024 | Present |
| N/A | Ivyland | PA | 03/2019 | 09/2024 |
| Macquarie Investment Management (Delaware Funds) | Philadelphia | PA | 07/2004 | 03/2019 |
1.) ETHOS CAPITAL ADVISORS, LLC; INVESTMENT-RELATED: YES; ADDRESS: 111 SOUTH STATE STREET, NEWTOWN, PA 18940; NATURE: INSURANCE; POSITION: ADMINISTRATIVE - START DATE: 09/2024; APPROXIMATELY 40 HOURS/MONTH WITH 40 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-05-08 |
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