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2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-06 |
Branch Locations
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
2909 Pa-100 #100, Orefield, PA 18069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Center Valley | PA | 03/2011 | 03/2026 |
| Mml Investors Services, Llc | Center Valley | PA | 07/2011 | 03/2026 |
| Ethos Financial Group, Llc | King Of Prussia | PA | 03/2026 | Present |
| Bcjl Management Llc Dba Opus Financial Partners | Center Valley | PA | 07/2021 | 03/2026 |
| Peerless Business Advisors | Center Valley | PA | 01/2012 | 01/2023 |
| Rkc Advisory, Llc | Center Valley | PA | 01/2026 | Present |
| Innovation Partners Llc | Charlotte | NC | 03/2026 | Present |
(1) NAME: ROBERT CAWLEY INSURANCE AGENT INV REL: Y ADDR: 3701 CORPORATE PARKWAY SUITE 350 CENTER VALLEY PA 18034 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH POSITION: AGENT START: 06/01/2011 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-25 |
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