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920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-01-30 |
Branch Locations
920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Piedmont Airlines | Salisbury | MD | 04/2017 | 09/2023 |
| Ellis Investment Partners Llc | Berwyn | PA | 02/2015 | Present |
| American Airlines | Dallas | TX | 09/2023 | Present |
KEY ADVISORS,INVESTMENT RELATED, 1400 NORTH PROVIDENCE ROAD, MEDIA PA 19063, INSURANCE SALES, SALES ASSOCIATE, 2002 TO PRESENT, YES DURING TRADING HOURS; SELLS LIFE INSURANCE PRODUCTS, WHOLE LIFE AND TERM TO PROSPECTIVE CLIENTS; I AM AN AGENT LICENSED TO SELL LIFE, HEALTH, DISABILITY; LONG TERM CARE AND ANNUITY INSURANCE. AMERICAN AIRLINES PILOT APPROXIMATELY 20 HOURS/WEEK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-14 |
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