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Nickolaus Christopher Von Dohlen

Crossgate Wealth Advisors, LLC

Newtown, PA

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Current Employers
Crossgate Wealth Advisors, Llc

125 Pheasant Run Suite 100, Newtown, PA 18940 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-12-12
  • PA RA
    APPROVED
    Since 2018-12-12

Branch Locations

125 Pheasant Run Suite 100, Newtown, PA 18940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crossgate Wealth Advisors, Llc Newtown PA 10/2016 Present
Tms International Corporation Horsham PA 07/2014 10/2016
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-12
  • S65 Uniform Investment Adviser Law Examination
    2018-12-12
Designations

View on SEC IAPD

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