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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-30 |
Branch Locations
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
1 South Sugan Road, New Hope, PA 18938 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsons Capital Management, Llc | New Hope | PA | 07/2001 | 04/2025 |
| Cw Advisors, Llc | New Hope | PA | 04/2025 | Present |
| Purshe Kaplan Sterling Investments | Lebanon | NJ | 06/2003 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-03-08 |
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