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Devon, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-09-09 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Cerebrum Financial Services, Llc | Berwyn | PA | 04/2013 | Present |
| Tradingblock | Chicago | IL | 02/2016 | 01/2018 |
Cerebrum Strategic Advisors, Business consulting, not investment related, approximately 50 hours per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 2013-09-26 |
| S66 | Uniform Combined State Law Examination | 2008-03-03 |
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