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2 Bala Plaza Suite 515, Bala Cynwyd, PA 19004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-04 |
| PA | RA | APPROVED | 2018-12-27 |
Branch Locations
2 Bala Plaza Suite 515, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Advisor Services | Bala Cynwyd | PA | 08/2013 | 09/2016 |
| Kestra Financial Services, Inc. | Austin | TX | 08/2013 | 12/2018 |
| Odyssey Capital Advisors Inc. | Bala Cynwyd | PA | 12/2018 | Present |
| Odyssey Capital Advisors Inc. | Bala Cynwyd | PA | 09/2016 | Present |
| Odyssey Capital Advisors Inc. | Bala Cynwyd | PA | 10/2018 | Present |
| Uptown Ideas Llc | Bala Cynwyd | PA | 01/2015 | 04/2018 |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 12/2018 |
| First Genesis Financial Group | Bala Cynwyd | PA | 07/2012 | 03/2018 |
| Saxony Securities, Inc. | St. Louis | MO | 01/2019 | 04/2019 |
1) Insurance Agent, Investment Related, 2 Bala Plaza, Suite 515, Bala Cynwyd, PA 19004; began 09/2016, 2 hours/month (all during trading hours). 2) CNBC, Investment Related, 900 Sylvan Avenue in the Englewood Cliffs neighborhood, NJ, Englewood Cliffs, 07632, Financial news channel, Contributor, Independent contractor, 11/2/2020, 3 hours/month, 3 securities trading hours per month, Discussion of Odyssey's analysis of a particular security or strategy to a general audience. 3) La Salle Academy, Not Investment Related, 215 East 6th Street, New York, NY 10003, college-preparatory high school, Co-Vice Chairman, began 03/2021, 1 hour/month; with 0 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-10 |
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