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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-05 |
| DE | RA | APPROVED | 2022-10-03 |
| TX | RA | APPROVED_RES | 2022-10-03 |
Branch Locations
601 Louis Drive, Warminster, PA 18974 • United States
275 W. Bridge Street, New Hope, PA 18938 • United States
530 Second Street Pike, Southampton, PA 18966 • United States
1651 The Fairway, Jenkintown, PA 19046 • United States
1129 N. 5Th Street, Perkasie, PA 18944 • United States
732 Stony Hill Road Building #3, Lower Makefield, PA 19067 • United States
118 Mill Street, Bristol, PA 19007 • United States
3 Mill Road Suite 306, Wilmington, DE 19806 • United States
426 N. Main Street, Doylestown, PA 18901 • United States
1051 S West End Blvd, Quakertown, PA 18951 • United States
490 Forty Foot Rd, Lansdale, PA 19446 • United States
600 W Market St, Perkasie, PA 18944 • United States
1315 Easton Rd, Riegelsville, PA 18077 • United States
4037 Hulmeville Road, Bensalem, PA 19020 • United States
208 Levittown Parkway, Levittown Parkway, PA 19054 • United States
380 W Butler Ave, New Britain, PA 18901 • United States
295 N Sycamore St, Newtown, PA 18940 • United States
16 Highland Park Way, Levittown, PA 19056 • United States
519 Richlandtown Pike, Richlandtown, PA 18955 • United States
6999 Easton Rd, Pipersville, PA 18947 • United States
142 N Main St, Dublin, PA 18917 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Investment Advisors, Inc. | Doylestown | PA | 06/2014 | 03/2024 |
| Pts Brokerage, Llc | Yardley | PA | 05/2018 | 04/2019 |
| Purshe Kaplan Sterling | Albany | NY | 04/2021 | 09/2022 |
| Penn Community Bank | Perkasie | PA | 05/2014 | 09/2022 |
| Equitable Advisors Llc | New York | NY | 10/2022 | Present |
1) ADMIRAL FARRAGUT ACADEMY, EMERITUS BOARD POSITION, SERVE ON THE BOARD OF DIRECTORS AS AN NON VOTING EMERITUS MEMBER. THE ADMIRAL FARRAGUT FOUNDATION RAISES FUNDS AND SERVES AS AN OVERSIGHT MANAGER FOR THE INVESTMENTS OF THE FOUNDATION. ALL INVESTMENTS EXCEPT FOR ADJACENT REAL ESTATE PURCHASES ARE OUTSOURCED TO OUTSIDE MONEY MANAGERS, START DATE: 11/17/22, 1 HR PER MO; 2) ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015); 3) FACECAKE MARKETING TECHNOLOGIES, MEMBER OF ADVISORY BOARD, AUGMENTED REALITY TECHNOLOGY COMPANY, CALABASAS, CA, START DATE: 11/28/22, 1 HR PER MO, NOT INVESTMENT RELATED; 4) LONGVIEW CAPITAL MANAGEMENT LLC DELAWARE, PARTNER, DUTIES: IT IS INVESTMENTS FROM THE PROCEEDS OF THE SALE OF THE RIA THAT SEAN SCHMID AND CHRISTIAN WAGNER INVESTED IN CERTAIN SECURITIES. THERE IS NO BUSINESS CONDUCTED UNDER THIS ENTITY, IT'S JUST PERSONAL INVESTMENTS BETWEEN SEAN AND CHRISTIAN WHICH ALSO INCLUDES THEIR SPOUSES. THEY DO NOT SOLICIT OR RECRUIT PEOPLE TO INVEST IN THIS LLC, START DATE: 11/17/22, 4 HRS PER MO; 5) USING CWAGNER@PENNADVISORS.COM AND PENNADVISORS.COM TO CONDUCT EQUITABLE BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-22 |
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