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2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-24 |
Branch Locations
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Almanack Investment Partners | Wayne | PA | 02/2016 | 06/2022 |
| Gadsden | Wayne | PA | 02/2018 | 12/2019 |
| Ethos Financial Group, Llc | King Of Prussia | PA | 09/2022 | Present |
INVESTMENT COMMITTEE; NOT INVESTMENT-RELATED; VILLANOVA, PA; VOLUNTEER COMMITTEE MEMBER; START DATE: 2023; APPROXIMATELY 1 HR/MO DURING TRADING HOURS; INVOLVED IN HIRING PAID ADVISORS AND OVERSIGHT OF INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-21 |
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