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993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-01 |
Branch Locations
993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | King Of Prussia | PA | 04/2016 | 09/2019 |
| Private Advisor Group, Llc | Morristown | NJ | 04/2016 | 09/2019 |
| Kathmere Capital Management | Wayne | PA | 09/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2019 | Present |
(1) Kathmere Capital Management; Investment Related; At registered location; RIA; Senior Vice President; 09/2019; 40 hours a week, 30 trading hours a week; Financial Planning, wealth management. 2)Fixed Insurance; No; At registered location; Fixed Insurance; Sole Proprietor; 04/2016; 5 hrs/week 3 trading hrs/week; fixed insurance needs of clients. 3) Lion Street; 515 congress ave, #2500, Austin TX 78701; insurance agency; agent; 2 hours/0 trading hours a month; star 12/2020; provide insurance advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-30 |
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