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3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
| PA | RA | APPROVED | 2024-05-16 |
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 |
|---|---|---|---|---|
| Sullivan, Bruyette, Speros & Blayney, Llc | Mclean | VA | 07/2013 | 03/2018 |
| Aspiriant, Llc | Los Angeles | CA | 03/2018 | 09/2019 |
| Facet Wealth | Baltimore | MD | 09/2019 | 06/2020 |
| Aspiriant Llc | Los Angeles | CA | 03/2018 | 09/2019 |
| Catalyst Wealth Advisors, Llc | Newport Beach | CA | 06/2020 | 08/2021 |
| Rockwood Wealth Management Llc | New Hope | PA | 09/2021 | 05/2022 |
| Rockwood Wealth Management | New Hope | PA | 09/2021 | 05/2022 |
| Pylon Inc | Mclean | VA | 05/2022 | 11/2022 |
| Compound Advisers | Philadelphia | PA | 11/2022 | 10/2023 |
| Compound Planning | New York | NY | 10/2023 | 05/2024 |
| Quadrant Private Wealth Management, Llc | Center Valley | PA | 05/2024 | Present |
Adjunct Instructor (Part-Time, W-2); UCLA Extension - Personal Financial Planning Program; Investment Related: NO; 1145 Gayley Ave, Los Angeles, CA 90024; Description of the business: Teaching courses to students enrolled in the PFP program, developing course content, and delivering live course experience; Responsibilities Duties: Teaching courses to students enrolled in the PFP program, developing course content, and delivering live course experience; Start date with business: 2019-07-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 8.
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