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300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-23 |
| PA | RA | APPROVED | 2017-11-21 |
Branch Locations
Philadelphia, PA • United States
300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Strategy Team , Llc | Bala Cynwyd | PA | 01/2015 | 10/2017 |
| Compass Ion Advisors, Llc | Conshohocken | PA | 10/2017 | Present |
| Apw Capital, Inc. (Formerly Camas) | Rockaway | NJ | 11/2017 | 01/2023 |
| Keel Point | Huntsville | AL | 01/2023 | Present |
(1.) NAME OF OBA: DRAKE, LEHNER AND MORGAN, LLC; ADDRESS OF OBA: BURLINGTON, NJ; NATURE: INSURANCE COMPANY; INVESTMENT RELATED: NO; TITLE WITH OBA: SALES OF FIXED INSURANCE; DUTIES: SERVICE EXISTING CLIENTS AND FIND NEW CLIENTS; START DATE: 11/01/2017; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: DIVORCE RESOURCE CENTER; ADDRESS OF OBA: DOYLESTOWN, PA 18901; NATURE: NON-PROFIT HELPING INDIVIDUALS GOING THROUGH DIVORCE OR AFTER DIVORCE; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD CHAIR; DUTIES: HELPING TO FACILITATE MEETINGS TO PROGRESS THE WORK OF THE NON-PROFIT UNTIL THEY CAN FIND A FULL-TIME BOARD CHAIR; START DATE: 09/01/2022; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-24 |
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