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2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-22 |
Branch Locations
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.H.S. | Washington | DC | 11/2015 | Present |
| Ethos Financial Group, Llc | King Of Prussia | PA | 07/2022 | Present |
| Almanack Investment Partners | Wayne | PA | 02/2021 | 07/2022 |
D.H.S. 950 H. Street NW, Washington D.C. 21223. Not Investment Related. Position: Law Special Agent. Start Date: 11/2015. # of Hours: 160 Hours. # of Hours During Trading Hours: Varies: 0-100 Hours. Duties: Investigations & Physical Protection. Compensation: Salary. Licensed Insurance Representative. Investment Related. Personal Residence. Insurance Sales. Licensed Insurance Representative. November 30, 2025. 2hrs/month during trading hours. May recommend, on a fully disclosed commission basis, the purchase of insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-05 |
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