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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-22 |
Branch Locations
308 E Lancaster Ave 3Rd Floor, Wynnewood, PA 19096 • United States
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mainline Private Wealth, Llc | Wynnewood | PA | 12/2011 | 09/2023 |
| Mainline Securities Llc | Wynnewood | PA | 03/2016 | 05/2024 |
| Cw Advisors, Llc | Wynnewood | PA | 09/2023 | Present |
1) Mr. Turbiner is serving as trustee for two New Hampshire non-family trusts effective 01/01/23, and spends about 3 hours per month during trading hours on these activities from the same office in Wynnewood, PA. 2) Mr. Turbiner is also a licensed attorney in Pennsylvania and Washington D.C., but does not provide legal advice in his roles with CW Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-15 |
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