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200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-08-19 |
Branch Locations
200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironview Capital Management Llc | Conshohocken | PA | 01/2014 | Present |
| Ironview Capital Management Llc | Conshohocken | PA | 01/2014 | Present |
| Colony Lane Capital, Llc | Conshohocken | PA | 02/2020 | Present |
1.) Colony Lane Capital, LLC; investment related, 4 Tower Bridge 200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19462,Owner, Start Date 02/2020, Sale of Fixed Insurance services (Life, health, fixed annuity, long-term care, disability), Estimated 5hours per month (1-2 per month during trading hours), Duties include: the evaluation, sale and servicing of fixed insurance products (non-variable life, disability, long-term care, accident & health). SOME FORM OF REVENUE SHARE BASED ON NEWBUSINESS BROUGHT TO THE FIRM. MR. STULB HAS NOT DETERMINED THE SPECIFICS YET.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-30 |
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