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16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-24 |
Branch Locations
16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Killen Group | Berwyn | PA | 10/1997 | 10/2016 |
| Chartwell Partners | Berwyn | PA | 10/2016 | 12/2017 |
| Newsquare Capital | Newtown Square | PA | 12/2019 | Present |
| Unemployed | Newtown Square | PA | 01/2018 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-03 |
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