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Current Employers
Awh Financial, Llc

One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-02-15
  • PA RA
    APPROVED
    Since 2023-02-15

Branch Locations

1 Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States

Pst Advisors, Llc

One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004-1700 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-01-03
  • PA RA
    APPROVED
    Since 2011-01-03

Branch Locations

One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2008-01-24
PA RA APPROVED 2002-08-20
  • TX RA
    APPROVED_RES
    Since 2008-01-24
  • PA RA
    APPROVED
    Since 2002-08-20

Branch Locations

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc Bala Cynwyd PA 11/2001 06/2020
Pst Advisors, Llc Bala Cynwyd PA 08/2010 Present
Equitable Advisors, Llc New York NY 11/2001 Present
Awh Financial, Llc Bala Cynwyd PA 01/2023 Present
Previous Registrations
  • 2004-09-17 → 2014-05-14
    Karr Barth Financial Planning, Inc.
    Bala Cyn Wyd, PA
Other Businesses

1) RIA - PST ADVISORS, LLC, OWNER/PRINCIPAL, DUTIES: MODEL PORTFOLIO SERVICES, START DATE: 1/3/11, 32 HRS PER MO; 2) PROPERTY LOCATED AT: 28 BAY VIEW ROAD BARNSTABLE MA 02630, OWNER, 2ND HOME /RENTAL PROPERTY, START DATE: 4/2/19, 2 HRS PER MO; 3) PORTFOLIO STRATEGIES TEAM, LLC, SOLE OWNER, DUTIES: OVERSEE PORTFOLIO STRATEGIES TEAM, LLC, THE BUSINESS ENTITY THAT PROVIDES OPERATIONAL SUPPORT FOR FRANKLIN GROUP FINANCIAL SERVICES: - STAFFING - BUSINESS EXPENSES - SOLE OWNER OF APOLLO BUSINESS SERVICES LLC (SERVICING STUDENT LOAN FORGIVENESS) - ETC., START DATE: 5/31/11, 64 HRS PER MO, SIGNATOR; 4) RIA - AWH FINANCIAL LLC, BALA CYNWYD, PA, DIRECT OWNER, DUTIES: SUPPORTS THE P3 ADVISORY SOLICITOR PROGRAM, START DATE: 01/23/23, 32 HOURS PER MO;5) Associate Member, Pennsylvania Institute of Certified Public Accountants (PICPA) Two Commerce Square 2001 Market St., Suite 950 Philadelphia, PA 19103- Thought Leadership / Professional Alliances committee, Committee Member 1 Annual Committee Meeting, Start Date: 4/30/25, Not Investment Related,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-30
  • S66 Uniform Combined State Law Examination
    2001-12-30
Other Names
  • Gregory Hamilton Wilson

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