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101 West Elm Street Suite 370, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
101 West Elm Street Suite 370, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Sports And Entertainment | Chicago | IL | 05/2017 | 06/2018 |
| Cincinnati Reds | Cincinnati | OH | 06/2014 | 05/2017 |
| Lpl Financial, Llc | Wayne | PA | 05/2018 | 10/2019 |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2019 | 10/2021 |
| Ubs Financial Services Inc | Conshohocken | PA | 10/2021 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 06/2022 | 09/2024 |
| Main Street Financial Solutions, Llc. | Newtown | PA | 09/2024 | 12/2025 |
| Arsenal Capital Advisors Llc | Conshohocken | PA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-01 |
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