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Evan Avgerinos

Ellis Investment Partners, LLC

Berwyn, PA

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Current Employers
Ellis Investment Partners, Llc

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-03-27
  • PA RA
    APPROVED
    Since 2012-03-27

Branch Locations

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • 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
Valley Forge Consulting Group, Inc. Malvern PA 01/1997 Present
Ellis Investment Partners, Llc Berwyn PA 03/2012 Present
Previous Registrations
  • 2002-01-22 → 2012-04-03
    Cms Wealth Management
    Wayne, PA
    Valley Forge, PA
    Wayne, PA
Other Businesses

VALLEY FORGE CONSULTING GROUP INC., LOCATED IN PA, INSURANCE SALES, PRESIDENT, 01/01/1997-PRES, 20 HR/MO, DUR TRD HRS, I AM A BROKER FOR SEV INS COS TO SELL: LIFE, DISABILITY, HEALTH, ANNUITIES, ETC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-18
S63 Uniform Securities Agent State Law Examination 1994-07-01
  • S66 Uniform Combined State Law Examination
    2001-12-18
  • S63 Uniform Securities Agent State Law Examination
    1994-07-01

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