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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-10-03 |
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 |
|---|---|---|---|---|
| Penn Investment Advisors Inc. | Doylestown | PA | 01/2015 | 03/2024 |
| Investment Professionals, Inc. | San Antonio | TX | 02/2016 | 06/2018 |
| Pts Brokerage, Llc | Mount Laurel | NJ | 06/2018 | 06/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2020 | 09/2022 |
| Penn Community Bank | Perkasie | PA | 05/2014 | 09/2022 |
| Equitable Advisors Llc | New York | NY | 10/2022 | Present |
pmiller@pennadvisors.com, Used to conduct Equitable Business, Is a domain address for an approved Equitable/Emerald website, DBA email address, Does not prtain to a company or limited liability company; (1) DBA: Penn Advisors Financial Resources, start date: 10/2022; (2) Penn Investment Advisors Inc., Investment Advisory Representative, Start date: 01/2015; (3) US Tennis Association, Vice Chairman of Delaware District, promoting the game of tennis, 6 hrs./year, start date: 09/2018; (4) Independent Agent, sales and service of fixed insurance products. pennadvisors.com, Marketing purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-08 |
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