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1 South Olive Steet Suite 1C, Media, PA 19063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-12 |
| PA | RA | APPROVED | 2024-09-11 |
Branch Locations
1 South Olive Steet Suite 1C, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apex Financial Advisors, Inc | Yardley | PA | 01/2011 | 09/2024 |
| Members Wealth Llc | Media | PA | 09/2024 | Present |
Santa Barbara Nutrients, Inc. - Not Investment Related - California NanoSystems Institute - University of California, Mail Code 6105, Santa Barbara, CA. 93106 - Advisory Board Member - 05/2025 - Up to 4 hours per month - 0 hours during security trading - on an ad hoc basis, advice on C-suite compensation, investor presentations, and general industry knowledge.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-23 |
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