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Current Employers
Conservest Capital Advisors Inc

257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-03
  • PA RA
    APPROVED
    Since 2025-03-03

Branch Locations

257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Conservest Capital Advisors, Inc. Wynnewood PA 05/2023 Present
Tradezero America, Inc. Brooklyn NY 09/2021 01/2022
Artisan Smiles Ardmore PA 04/2017 09/2021
N/A Wayne PA 05/2013 04/2017
N/A Wayne PA 01/2022 05/2023
  • 05/2023 → Present
    Wynnewood, PA
  • 09/2021 → 01/2022
    Tradezero America, Inc.
    Brooklyn, NY
  • 04/2017 → 09/2021
    Artisan Smiles
    Ardmore, PA
  • 05/2013 → 04/2017
    N/A
    Wayne, PA
  • 01/2022 → 05/2023
    N/A
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-28
  • S65 Uniform Investment Adviser Law Examination
    2025-02-28
Other Names
  • Lacy Redwine-Panossian
  • Lacy Panossian

View on SEC IAPD

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