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24 W Market Street, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veery Capital, Llc | Wilmington | DE | 10/2018 | Present |
| Peterman Benefits | Montgomeryville | PA | 10/2008 | 03/2024 |
1) Buildng of West Chester, LLC; Partial Owner; Start date: 2025-02-27 ; located in 22-26 W Market Street West Chester PA 19382. Not investment related. Real Estate;; Handle all property management; 5/10 hrs per month during trading hours. 2) The Bric Agency; Position: Owner; Not investment related; Start Date: 2025-01-06; Location: 24 W Market Street West Chester, PA 19382; Nature of the Business (Industry & Description): Group Benefits; 40 hours/week during trading hours; Percentage of total yearly compensation expected to be derived from the business: 90%; Commission received.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-28 |
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