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124 S Maple Street Suite 325, Ambler, PA 19002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-04-27 |
Branch Locations
124 S Maple Street Suite 325, Ambler, PA 19002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortis Advisors Llc | King Of Prussia | PA | 12/2014 | 04/2020 |
| Lansing Street Advisors Llc | Ambler | PA | 04/2020 | Present |
Moneyclip Inc; Not Investment related; 9 E Mill Road Hatboro, PA, 19040; MoneyClip lets advisors record their screen, explain plans in plain English, and share a secure link so clients can watch anytime; Board Member; Advisor; October 15, 2025; 1; 0; Advise the founder when necessary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-28 |
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