Michael N De Quevedo

Current Employers

Almanack Investment Partners

3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-07-16

PA RA
APPROVED

Since 2021-07-16

Branch Locations

3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • 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

Organization	City	State	From	To
Bfc Planning, Inc.	Erdenheim	PA	03/2016	07/2021
Almanack Investment Partners, Llc	Wayne	PA	07/2021	Present

03/2016 → 07/2021

Bfc Planning, Inc.

Erdenheim, PA
07/2021 → Present

Almanack Investment Partners, Llc

Wayne, PA

Previous Registrations

2016-03-10 → 2021-07-19

Bfc Planning, Inc.

Erdenheim, PA

Cedar Rapids, IA

West Conshohocken, PA
2013-07-05 → 2016-03-04

Traynor Capital Management

Erdenheim, PA
2009-06-01 → 2013-07-23

Morgan Stanley

Newtown, PA

Doylestown, PA
2008-04-25 → 2009-06-01

Citigroup Global Markets Inc.

Newtown, PA
2004-01-01 → 2007-07-05

Pnc Wealth Management Llc

Doylestown, PA

Doylestown, PA
2003-06-04 → 2004-01-01

J.J.B. Hilliard, W.L. Lyons, Llc

Doylestown, PA

Other Businesses

1. Toz LLC-N-West Conshohocken, PA-Investing in a privately held small fiber optic company-Investor-5-0-Toz LLC is investing in Loop Internet, a privately held small fiber optic internet company.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-09-19
S63	Uniform Securities Agent State Law Examination	1991-05-23

S65 Uniform Investment Adviser Law Examination

2002-09-19
S63 Uniform Securities Agent State Law Examination

1991-05-23

Other Names

Michael Nestor Dequevedo
Michael N Dequevedo

View on SEC IAPD