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3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-02-20 |
Branch Locations
3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Concentus Wealth Advisors | Newton Square | PA | 02/2014 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2014 | Present |
1)CONCENTUS WEALTH ADVISORS. Investment Related. 3803 West Chester Pike, Suite 225 Newtown Square, PA 19073. Financial Services. CEO/Principal. Start 2/19/2014. 200 hours per month, 150 during trading. Client Relationship Manager. 2) PKS FINANCIAL SERVICES; INVESTMENT RELATED 80 STATE ST, ALBANY, NY 12207; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS 3) MILLENIUM BROKERAGE GROUP INVESTMENT RELATED. 100 WINNERS CIRCLE SUITE 100 BRENTWOOD, TN 37027. INSURANCE. PRINCIPAL PRODUCER. START 10/2014. 1 HR/MONTH 1 DURING TRADING. PRODUCER INSURANCE AGENT. 4) TIME, A CRUMP COMPANY INVESTMENT RELATED. 21550 OXRARD ST. SUITE 500 WOODLAND HILLS, CA 91367. INSURANCE. PRINCIPAL,PRODUCER. START 10/2014. 1 HR/MONTH, 1 DURING TRADING. PRODUCER, INSURANCE AGENT. 5)DYNASTY INSURANCE SERVICES INVESTMENT RELATED. 1350 AVENUE OF THE AMERICAS, NEW YORK, NY 10019. INSURANCE. PRINCIPLE, PRODUCER. START 10/2014. 1 HR/MONTH 1 DURING TRADING. PRODUCER,INSURANCE AGENT. 6) BKA Private Wealth Consultants. Investment Related. PO Box 359, Malvern, PA 19355. Insurance. Agent. 09/2017. 1 Hr/Mo; All During Trading Hours. Producer Insurance Agent. 7)AUTHOR- CLARITY; INVESTMENT RELATED; 1000 CONTINENTAL DR #560 KOP, PA 19406; AUTHOR OF BOOK - CLARITY; AUTHOR; 4/2018; 0 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; AUTHOR OF BOOK 8)AUTHOR- Explorers; INVESTMENT RELATED; 1000 CONTINENTAL DR #560 King Of Prussia, PA 19406; AUTHOR OF BOOK - Explorers; AUTHOR; 10/2019; 0 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; AUTHOR OF BOOK 9) J Wood Platt Scholarship. Non-Investment Related. 1974 Sproul Rd, Ste. 400, Broomall, PA 19008. Scholarship fund, trustee. Start 7/2019. 1hr/mo, 0hrs during trading hours. Trustee, raise awareness and donations for scholarship und. Nominate/Vote on scholarship recipients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-11 |
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