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626 South State Street, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
| NJ | RA | APPROVED | 2022-02-08 |
| PA | RA | APPROVED | 2022-02-07 |
Branch Locations
100 Overlook Center, 2Nd Floor, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Philadelphia | PA | 08/2011 | 04/2021 |
| Ethos Capital Advisors, Llc | Newtown | PA | 06/2021 | Present |
| Ethos Capital Management, Inc. | Newtown | PA | 06/2021 | Present |
| Ethos Capital Advisors, Llc | Newtown | PA | 11/2022 | Present |
1) NAME: ETHOS CAPITAL ADVISORS, LLC; INV RELATED: YES; ADDRESS: 111 SOUTH STATE STREET, NEWTOWN, PA 18940; NATURE: INSURANCE SALES; POSITION: INSURANCE AGENT - START DATE: 11/2022; HOURS/MONTH: 40; TRADING HOURS/MONTH: 40; DUTIES: INSURANCE SALES & SERVICE. 2) Part-Time Assistant Lacrosse Coach; Pennsbury High School; Investment related: No; 705 Hood Blvd. Fairless Hills PA 19030 USA; Education - High School; 2017-10-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 5;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-06 |
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