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Crosspoint At Valley Forge 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-05-04 |
Branch Locations
550 E. Swedesford Road Suite 120, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conestoga Capital Advisors, Llc | Wayne | PA | 08/2016 | Present |
| Foreside Fund Services, Llc | Wayne | PA | 12/2016 | Present |
1) CONESTOGA CAPITAL ADVISORS, LLC, WAYNE, PA, INVESTMENT RELATED-RIA, INSTITUTIONAL SALES AND CLIENT SERVICE; START DATE 12/2016, 160 HOURS PER MONTH WITH ALL DURING SECURITIES TRADING HOURS. 2) Nice Guy Properties, LLC; Investment Related; Folly Beach, SC; Real Estate; Owner; 1/05 Start Date; 1 hour per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-04 |
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