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309 York Road Suite 215, Jenkintown, PA 19046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-14 |
Branch Locations
309 York Road Suite 215, Jenkintown, PA 19046 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 08/2010 | 04/2017 |
| Meridian Wealth Partners, Llc | Plymouth Meeting | PA | 04/2017 | 12/2024 |
| Alvin Clay Financial Advisors, Llc | Jenkintown | PA | 01/2025 | Present |
| Great Valley Advisor Group, Inc. | Malvern | PA | 09/2015 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-02 |
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