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Rob Roy Mclallen

Mycio Wealth Partners, LLC

Philadelphia, PA

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Current Employers
Mycio Wealth Partners, Llc

3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-01-22
  • PA RA
    APPROVED
    Since 2020-01-22

Branch Locations

3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976 • 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
Mycio Wealth Partners Philadelphia PA 07/2019 Present
The Wiley Group Conshohocken PA 05/2018 08/2018
Kelly And Associates Sparks MD 05/2017 08/2017
Haverford College Haverford PA 08/2015 06/2019
Lacrosse Unlimited Vienna VA 05/2012 01/2017
  • 07/2019 → Present
    Mycio Wealth Partners
    Philadelphia, PA
  • 05/2018 → 08/2018
    The Wiley Group
    Conshohocken, PA
  • 05/2017 → 08/2017
    Kelly And Associates
    Sparks, MD
  • 08/2015 → 06/2019
    Haverford College
    Haverford, PA
  • 05/2012 → 01/2017
    Lacrosse Unlimited
    Vienna, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-21
  • S65 Uniform Investment Adviser Law Examination
    2020-01-21

View on SEC IAPD

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