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500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-07-30 |
| TX | RA | APPROVED | 2018-07-27 |
Branch Locations
500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 03/2015 | 07/2018 |
| Wyeth Private Wealth, Llc | Chadds Ford | PA | 07/2018 | 10/2018 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 07/2018 | Present |
| Brandywine Oak Private Wealth | Kennett Square | PA | 10/2018 | Present |
1. Brandywine Oak Private Wealth-Investment related-500 Old Forge Lane, Suite 501, Kennett Square, PA 19348-Registered Investment Advisor-Private Wealth Manager/CCO-7/27/2018-160 hrs/mth-7 during trading hrs-Compliance officer, manage client relationships.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-15 |
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