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3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-08-13 |
Branch Locations
3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 05/2014 | 04/2026 |
| Quadrant Private Wealth Management, Llc | Bethlehem | PA | 07/2015 | 05/2024 |
| Quadrant Private Wealth Management, Llc | Center Valley | PA | 05/2024 | Present |
| Private Client Services | Center Valley | PA | 04/2026 | Present |
1) Quadrant Private Wealth DBA Quadrant Capital; investment-related; 3850 Sierra Circle, Suite 300, Center Valley, PA 18034; investment adviser firm; investment adviser representative; start date 05/2014; 220 hours per month; 143 hours per month during trading hours. 2) Friends of Bethlehem Mounted Police; not investment-related; 615 E. Langhorne Ave, Bethlehem, PA 18017; non-profit that fundraises for and financially supports and cares for the Bethlehem Mounted Police Unit's equine officers and stable facility; board member, investment committee member, recording secretary; 6 hours per month; zero hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-06 |
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