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308 E Lancaster Ave Ste 300, Wynnewood, PA 19096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-05 |
| PA | RA | APPROVED | 2011-11-01 |
Branch Locations
308 E Lancaster Ave Ste 300, Wynnewood, PA 19096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Birch Creek Capital, Llc | Philadelphia | PA | 06/2011 | Present |
| Wynnstay Foundation | Philadelphia | PA | 04/2009 | Present |
WYNNSTAY FOUNDATION, NON-INVESTMENT RELATED. 1904 YORKSHIRES DR, BLUE BELL, PA 19422 . 501C3 NON-PROFIT FAMILY FOUNDATION. PRESIDENT SINCE APRIL 2009, MAKE INVESTMENT DECISION OF FOUNDATION FUNDS, GENERAL MONTHLY OPERATIONS. 2-3 HOURS A MONTH, MOSTLY VOLUNTEER HOURS, ABOUT 15 MINUTES PER WEEK DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-28 |
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