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993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-15 |
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 |
|---|---|---|---|---|
| Oppenheimer & Co | Radnor | PA | 11/2013 | 11/2024 |
| Kathmere Capital Management, Llc | Wayne | PA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-23 |
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