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Emily L Bless

Pathstone

Newtown Square, PA

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-09-21
  • PA RA
    APPROVED
    Since 2023-09-21

Branch Locations

6022 West Chester Pike, Newtown Square, PA 19073 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Veritable L.P. Newtown Square PA 07/2009 09/2023
Pathstone Newtown Square PA 09/2023 Present
  • 07/2009 → 09/2023
    Veritable L.P.
    Newtown Square, PA
  • 09/2023 → Present
    Newtown Square, PA
Previous Registrations
  • 2020-09-21 → 2023-09-18
    Veritable Lp
    Newtown Square, PA
Other Businesses

?the name of the other business: Excursion Ciders, LLC ?whether the business is investment-related: No ?the address of the other business: 14 Prizer Rd, Phoenixville, PA 19460 ?the nature of the other business: Small batch hard cidery. ?your position: Member ?title, or relationship with the other business: I am a 25% member and receive 5% of all capital allocations. ?the start date of your relationship: 9/16/2021 ?the approximate number of hours/month you devote to the other business: 1 ?the number of hours you devote to the other business during securities trading hours: 1 ?and briefly describe your duties relating to the other business: Quarterly meetings to discuss business direction. These are held after traditional work hours.

Designations

View on SEC IAPD

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