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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-01 |
Branch Locations
535 N Church Street Ste. 202, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellis Investment Partners, Llc | Berwyn | PA | 09/2015 | 11/2024 |
| Founders Financial Securities Llc | Towson | MD | 11/2024 | Present |
Guided Wealth Management LLC; Investment Related; 535 N Church Street Ste 202 West Chester, PA 19380; Start Date: 11/2024; Investment Advisor; 160 Hrs. per month; 160 Hrs. during trading; Sales and Service of Investment and Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 2005-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-21 |
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