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20104 Valley Forge Circle, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-05 |
Branch Locations
20104 Valley Forge Circle, King Of Prussia, PA 19406 • United States
West Chester, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 04/2022 | 07/2024 |
| Eric Nichols/Equitable | Easton | PA | 04/2021 | 04/2022 |
| Pillar Real Estate Advisors, Llc | West Chester | PA | 12/2020 | 04/2021 |
| The Lewis Group/Lewis Environmental | Royersford | PA | 05/2020 | 08/2020 |
| Bellewood Country Club | Pottstown | PA | 05/2015 | 08/2018 |
| West Chester University | West Chester | PA | 08/2018 | 05/2022 |
| Owen J. Roberts | Pottstown | PA | 04/2012 | 08/2018 |
| Arkadios Capital | Atlanta | GA | 07/2024 | 07/2025 |
| Arkadios Wealth Advisors | Atlanta | GA | 07/2024 | 07/2025 |
| Creative Capital Wealth Management Group | Chester Springs | PA | 07/2024 | 07/2025 |
| Certior Financial Group, Llc | West Chester | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-24 |
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