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993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-11-22 |
| TX | RA | APPROVED | 2023-06-13 |
| PA | RA | APPROVED | 2019-10-01 |
Branch Locations
993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | King Of Prussia | PA | 05/2007 | 09/2019 |
| Private Advisor Group, Llc | King Of Prussia | PA | 04/2012 | 09/2019 |
| Kathmere Capital Management | Wayne | PA | 09/2019 | Present |
(1) 3/15/2012: Ironbark Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Time Spent 0%. (2) 9/16/2015: No Business Name - Investment Related - At Reported Business Location(s) - Other-Author - Start 10/12/2015 - 0 Hours Per Month - Author of a book titled, "Financial Advisors are NOT Created Equal". (3) Fixed insurance needs of clients - investment related - at reported business location - time spent: less than 25%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-09 |
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