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Wynnewood, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-03 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Rydal | PA | 01/2000 | 02/2017 |
| Brogan Group Investment Advisors Llc | Rydal | PA | 11/2009 | 12/2022 |
| Oppenheimer & Co. Inc. | Jenkintown | PA | 02/2017 | 09/2017 |
| Saint Joseph's University | Philadelphia | PA | 09/2017 | Present |
| Brogan Group Investment Services, Llc | Rydal | PA | 08/2009 | 09/2017 |
| Exemplar Wealth Advisors, Llc | Phoenix | AZ | 11/2023 | 06/2024 |
| Alden Investment Group | Wayne | PA | 10/2024 | 05/2025 |
| Brogan Asset Management, Llc. | Wynnewood | PA | 10/2025 | Present |
1) Director of Saint Joseph's University IFBE, Adjunct Professor Finance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-11 |
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