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2 Bala Plaza Suite 515, Bala Cynwyd, PA 19004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-09 |
Branch Locations
2 Bala Plaza Suite 515, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Odyssey Capital Advisors Inc. | Bala Cynwyd | PA | 04/2026 | Present |
| Odyssey Capital Advisors Inc. | Bala Cynwyd | PA | 06/2025 | Present |
| Corepower Yoga | Philadelphia | PA | 09/2025 | Present |
| Temple University | Philadelphia | PA | 08/2021 | 05/2025 |
| Temple University | Philadelphia | PA | 08/2022 | 05/2025 |
| Pitcairn Trust Company | Jenkintown | PA | 06/2024 | 08/2024 |
| Odyssey Capital Advisors Inc. | Bala Cynwyd | PA | 06/2023 | 05/2024 |
| Village Brewing Co | Somerville | NJ | 06/2022 | 08/2022 |
| Bagel Barn | Princeton | NJ | 05/2019 | 08/2021 |
| High School | Hillsborough | NJ | 03/2016 | 05/2021 |
~1) CorePower Yoga; Not investment-related; Philadelphia, PA; Yoga Studio; Position: Teacher; Start date: 09/2025; Approximately 13 hours/month spent on this activity with 0 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-14 |
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