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224 East Street Rd. Office B2Ab, Kennett Square, PA 19348 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-30 |
Branch Locations
224 East Street Rd. Office B2Ab, Kennett Square, PA 19348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renvyle Partners, Llc | Green Lane | PA | 03/2006 | Present |
| Holos Integrated Wealth, Llc | Kennett Square | PA | 01/2026 | Present |
1) Philadelphia Glider Council Board of Directors, Board member. 5 hours/month. 0hours during trading hours. Not Investment Related. 934 PA-152, Perkasie, PA 18944. START: 2024. Non-profit membership organization that promotes aviation. Serve as board member. 2) Self. Non-investment related. Wife and I own and manage 4 apartment rental units. 4 hours/month. 0hours during trading hours. 403 Pine Run Rd., Doylestown, PA 18901.START: 2015 DATE. General management and rental services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-07 |
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