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Swedesford Corporate Center 601 Swedesford Road, Frazer, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-02-16 |
Branch Locations
Swedesford Corporate Center 601 Swedesford Road, Frazer, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Conestoga Group | Malvern | PA | 08/2000 | Present |
| Cgi Wealth Advisors, Inc. | Frazer | PA | 12/2020 | Present |
| Commonwealth Financial Network | Frazer | PA | 09/2010 | 12/2020 |
1. FIXED INSURANCE SALES AS AGENT IN BRANCH LOCATION; THE CONESTOGA GROUP, INC.; INVESTMENT ADVISOR; STARTED 07/2000; 10-20 HOURS PER MONTH BETWEEN 7:00AM AND 7:00PM; SALES & SERVICE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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