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1055 Westlakes Drive Suite 150, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-24 |
| PA | RA | APPROVED | 2017-02-01 |
Branch Locations
1055 Westlakes Drive Suite 150, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Investment Advisors Ltd. | Berwyn | PA | 01/2017 | Present |
| Radnor Financial Advisors | Wayne | PA | 01/2016 | 12/2016 |
1) Penn Fusion Soccer Academy; not investment-related; 901 S. Bolmar St., Suite P, West Chester, PA 19382; soccer; Coach; approximately 8 hours per month on weekends, none during securities trading hours; soccer coach for girls' soccer teams. 2) Independent Insurance Agent; not investment-related; started 4/2023; approximately 4 hours per month, all during securities trading hours. 3) Chester Springs Free Trade chapter; not investment-related; PO Box #1, Edgemont, PA 19028; networking group; Chapter President; started 01/2026; approximately 6 hours per month, none during securities trading hours; lead meetings, send communications, guest outreach.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-17 |
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