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Current Employers
Compass Ion Advisors, Llc

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-06-22
PA RA APPROVED 2014-01-30
  • TX RA
    APPROVED_RES
    Since 2017-06-22
  • PA RA
    APPROVED
    Since 2014-01-30

Branch Locations

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Wayne, PA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2012 → 01/2023
    Apw Capital, Inc. (Formerly Camas)
    Rockaway, NJ
  • 12/2012 → Present
    Compass-Ion Advisors
    Conshohocken, PA
  • 01/2023 → Present
    Keel Point Capital
    Huntsville, AL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-02
  • S66 Uniform Combined State Law Examination
    2004-08-02

View on SEC IAPD

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