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920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-09-01 |
Branch Locations
2938 Columbia Ave Suite 1601, Lancaster, PA 17603 • United States
920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellis Investment Partners, Llc | Berwyn | PA | 09/2015 | Present |
RFH FINANCIAL SERVICES POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 4 INVESTMENT RELATED HOURS: 01/01/1991 TO PRESENT. 2938 COLUMBIA AVE, SUITE 1601, LANCASTER PA 17603. SELL CLIENTS TERM & PERMANENT LIFE INSURANCE, FIXED ANNUITIES, AND LONG TERM CARE, HEALTH & DISABILITY INSURANCE WHEN SUITABLE. // BOARD MEMBER OF MANOR WEST COMMONS OWNERS ASSOCIATION. 2938 COLUMBIA AVE, SUITE 1601, LANCASTER PA 17603. NOT INVESTMENT RELATED. START DATE: SPRING 2018. ONE HOUR PER MONTH. ALONG WITH 4 OTHER BOARD MEMBERS, REVIEW BALANCE SHEET AND P&L, APPROVE OFFICE PARK EXPENSES, AND ENFORCE OWNER ASSOCIATION RULES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-31 |
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