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Biondo Investment Advisors LLC CRD 130105
$1.29B regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
540 Route 6 & 209, Milford, PA 18337 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-04 |
| TX | RA | APPROVED_RES | 2024-03-04 |
| PA | RA | APPROVED | 2024-03-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Sparta | NJ | 09/2014 | 02/2024 |
| Wells Fargo Advisors, Llc | Sparta | NJ | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sparta | NJ | 11/2016 | 02/2024 |
| Biondo Investment Advisors Llc | Milford | PA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-23 |
| S66 | Uniform Combined State Law Examination | 2021-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-17 |
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