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41 University Drive Suite 400, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-15 |
Branch Locations
41 University Drive Suite 400, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towercrest Capital Management | Newtown | PA | 06/2009 | Present |
| Vericrest Private Wealth | Newtown | PA | 02/2021 | Present |
Griffin Haviken is a managing member of the Advest Short Duration Real Estate Fund. The fund is investment related and focuses on real estate investments. The business is located at 41 University Drive - Suite 400, Newtown, PA 18940. Griffin spends approximately 40 hours a month (10 hours per week) on the business. Approximately half of those hours are spent during securities trading hours. Griffin's role is to evaluate and manage the investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-13 |
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