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200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
Charleston, SC • United States
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 |
|---|---|---|---|---|
| Questis Advisor Partners, Llc | Charleston | SC | 04/2014 | 12/2017 |
| Kinwell Llc | Charleston | SC | 12/2017 | 05/2026 |
| Ironview Capital Management, Llc | Conshohocken | PA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-22 |
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