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One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-20 |
Branch Locations
One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Awh Financial, Llc | Bala Cynwyd | PA | 05/2026 | Present |
| Maverick | Tyler | TX | 01/2025 | Present |
| Acuity Cfo | Atlanta | GA | 07/2022 | 07/2025 |
| Kruze Consulting | San Francisco | CA | 09/2020 | 07/2022 |
| Scalefactor | Austin | TX | 11/2019 | 08/2020 |
| Carpenter & Langford, Pc | Austin | TX | 11/2018 | 11/2019 |
| Taylor, Powell, Wilson, And Hartford | Greenwood | MS | 02/2016 | 08/2018 |
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