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300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-22 |
| PA | RA | APPROVED | 2014-01-30 |
Branch Locations
300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Wayne, PA • 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 |
|---|---|---|---|---|
| Apw Capital, Inc. (Formerly Camas) | Rockaway | NJ | 02/2012 | 01/2023 |
| Compass-Ion Advisors | Conshohocken | PA | 12/2012 | Present |
| Keel Point Capital | Huntsville | AL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-02 |
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