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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-04-03 |
| PA | RA | APPROVED | 2016-10-18 |
| TX | RA | APPROVED_RES | 2016-10-18 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Capital Management, Inc. | Philadelphia | PA | 08/2013 | 12/2022 |
| O'NEal Consulting Group, Llc | Doylestown | PA | 03/2013 | Present |
| Bryn Mawr Trust Advisors, Llc | Philadelphia | PA | 01/2023 | Present |
O'NEAL CONSULTING GROUP, START DATE 03/01/2013, DOYLESTOWN, PA, PRESIDENT/OWNER, FORMER FINANCIAL SERVICES CONSULTANCY, COMPANY CURRENTLY NOT OFFERING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-07 |
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