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1273 E. Lancaster Ave, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-08-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Watkinson Capital Advisors Llc | Malvern | PA | 04/2017 | Present |
| A.H. Williams & Co. | Philadelphia | PA | 09/2014 | 03/2017 |
OWN RENTAL PROPERTY; TITLE: LANDLORD; NON-INVESTMENT RELATED; START DATE: 07/2022; APPROXIMATELY 1 HOUR PER MONTH, NONE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-26 |
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