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4422C Route 27, Kingston, NJ 08528-0399 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-15 |
| FL | RA | APPROVED | 2019-12-10 |
| MA | RA | APPROVED | 2019-11-27 |
| CA | RA | APPROVED | 2019-10-24 |
| PA | RA | APPROVED | 2019-10-24 |
| NJ | RA | APPROVED | 2019-09-11 |
Branch Locations
4422C Route 27, Kingston, NJ 08528-0399 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glen Eagle Wealth, Llc | Princeton | NJ | 03/2016 | Present |
| Glen Eagle Advisors, Llc | Princeton | NJ | 03/2016 | Present |
CIO & Principal of Glen Eagle Advisors LLC, an investment advisor registered with the Securities & Exchange Commission located at 4422C Route 27 Kingston NJ. This investment advisor is under common ownership & control with Glen Eagle Wealth LLC. Started in 2016, 100 hours per month during the trading day. CIO & Principal & Shareowner of Glen Eagle Investments Inc. located at 4422C Route 27 Kingston NJ. This is the holding company for the Glen Eagle family of businesses (and is under common ownership and control) and also acts as a small specialty importer. Started in 2016; less than 3 hours per month and none of it during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-07 |
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