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300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-28 |
Branch Locations
300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Group | Malvern | PA | 09/2020 | 11/2020 |
| Printfly Corporation | Philadelphia | PA | 05/2020 | 08/2020 |
| La Salle University | Philadelphia | PA | 08/2016 | 05/2020 |
| Tiedemann Advisors / Alti Global | Wilmington | DE | 03/2021 | 05/2024 |
| Logan Capital Management Llc | Newton Square | PA | 05/2024 | 03/2026 |
| Mrp | Philadelphia | PA | 01/2021 | 02/2021 |
| Compass Ion Advisors, Llc | Conshohocken | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-12 |
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