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150 N. Radnor Chester Road Suite A225, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-28 |
Branch Locations
150 N. Radnor Chester Road Suite A225, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wick Capital Partners, Llc | Wayne | PA | 05/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 05/2016 | 07/2018 |
| Tiaa | Philadelphia | PA | 07/2018 | 11/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 07/2018 | 11/2018 |
| Keybank | Spring House | PA | 01/2019 | 04/2019 |
| Key Investment Services Llc | Plymouth Meeting | PA | 02/2019 | 04/2019 |
| Lincoln Investment Planning, Llc | Fort Washington | PA | 05/2019 | 06/2020 |
| Archetype Advisors, Llc | Doylestown | PA | 09/2020 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-18 |
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