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Current Employers
Compass Ion Advisors, Llc

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-11-23
PA RA APPROVED 2017-11-21
  • TX RA
    APPROVED
    Since 2020-11-23
  • PA RA
    APPROVED
    Since 2017-11-21

Branch Locations

Philadelphia, PA • United States

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2015 → 10/2017
    Portfolio Strategy Team , Llc
    Bala Cynwyd, PA
  • 10/2017 → Present
    Conshohocken, PA
  • 11/2017 → 01/2023
    Apw Capital, Inc. (Formerly Camas)
    Rockaway, NJ
  • 01/2023 → Present
    Keel Point
    Huntsville, AL
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-24
  • S66 Uniform Combined State Law Examination
    2012-08-24
Designations
Other Names
  • Luke C Porter
  • Luke Christian Porter
  • Luke Porter

View on SEC IAPD

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