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Lisa Lynne Quadrini

Brandywine Oak Private Wealth LLC

Kiawah Island, SC

Kennett Square, PA

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Current Employers
Brandywine Oak Private Wealth Llc

500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-04-12
SC RA APPROVED 2021-04-12
  • PA RA
    APPROVED
    Since 2021-04-12
  • SC RA
    APPROVED
    Since 2021-04-12

Branch Locations

Kiawah Island, SC • United States

500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • 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
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Charleston SC 02/2016 11/2016
Wells Fargo Clearing Services, Llc Charleston SC 02/2016 04/2021
Brandywine Oak Private Wealth Llc Kiawah Island NC 04/2021 Present
Previous Registrations
Other Businesses

TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; FAYETTEVILLE, NY; START DATE 2/15/2008; 2 HRS PER MONTH; 0 HRS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-18
S63 Uniform Securities Agent State Law Examination 1998-09-14
  • S65 Uniform Investment Adviser Law Examination
    2001-05-18
  • S63 Uniform Securities Agent State Law Examination
    1998-09-14
Designations
Other Names
  • Lisa Lynne Quardrini
  • Lisa L Quadrini
  • Lisa Quadrini Willenborg

View on SEC IAPD

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