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20 Ash Street Suite 300, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-01 |
| WI | RA | APPROVED | 2024-07-30 |
Branch Locations
20 Ash Street Suite 300, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Delafield | WI | 12/2010 | 01/2018 |
| Lpl Financial Llc | Delafield | WI | 01/2018 | 08/2019 |
| Bankers' Bank | Madison | WI | 08/2019 | 04/2024 |
| Lpl Financial Llc | Madison | WI | 08/2019 | 04/2024 |
| Salomone Associates Llc | Delafield | WI | 05/2024 | Present |
| Nest Investments Llc | Conshohocken | PA | 06/2024 | Present |
| Nest Investments Bd Llc | Conshohocken | PA | 06/2024 | Present |
1. 05/01/2024- Salomone Associates LLC- Not Investment Related - Bank and credit union program and advisor consulting- 20 hours per week during security trading hours and 40-60 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-19 |
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