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16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-08-03 |
Branch Locations
16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Bell Private Wealth Management | Blue Bell | PA | 06/2016 | 06/2018 |
| Newsquare Capital | Newtown Square | PA | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-17 |
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