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300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-20 |
| PA | RA | APPROVED | 2019-09-20 |
Branch Locations
300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Harleysville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Ion Advisors, Llc | Conshohocken | PA | 12/2008 | Present |
NAME OF OBA: FBFC MISSIONS COMMITTEE; ADDRESS OF OBA: HARLEYSVILLE, PA 19438; NATURE: CHURCH MISSIONS COMMITTEE, SENDING PEOPLE TO SHARE THE GOSPEL OF CHRIST; INVESTMENT RELATED: YES; TITLE WITH OBA: TREASURER; DUTIES: BUDGETING, FUND RAISING, OVERSIGHT OF THE ADMINISTRATION OF FINANCIAL ACCOUNTS; START DATE: 2008; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-20 |
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