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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 2026-05-28
  • PA RA
    APPROVED
    Since 2026-05-28

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, Llc Philadelphia PA 12/2025 Present
Valley Forge Financial Group Audubon PA 06/2025 12/2025
Drexel University Philadelphia PA 09/2023 06/2025
Mycio Wealth Partners Philadelphia PA 04/2024 09/2024
Chubb Philadelphia PA 03/2023 03/2024
Kbra New York NY 03/2022 09/2022
Drexel University Philadelphia PA 10/2021 03/2022
Drexel University Philadelphia PA 06/2021 08/2021
Drexel University Philadelphia PA 08/2020 06/2025
Nazarbayev Intellectual School Almary PA 05/2016 08/2020
  • 12/2025 → Present
    Philadelphia, PA
  • 06/2025 → 12/2025
    Valley Forge Financial Group
    Audubon, PA
  • 09/2023 → 06/2025
    Drexel University
    Philadelphia, PA
  • 04/2024 → 09/2024
    Mycio Wealth Partners
    Philadelphia, PA
  • 03/2023 → 03/2024
    Chubb
    Philadelphia, PA
  • 03/2022 → 09/2022
    Kbra
    New York, NY
  • 10/2021 → 03/2022
    Drexel University
    Philadelphia, PA
  • 06/2021 → 08/2021
    Drexel University
    Philadelphia, PA
  • 08/2020 → 06/2025
    Drexel University
    Philadelphia, PA
  • 05/2016 → 08/2020
    Nazarbayev Intellectual School
    Almary, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-28
  • S65 Uniform Investment Adviser Law Examination
    2026-05-28

View on SEC IAPD

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