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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-19 |
Branch Locations
136 N Church Street, West Chester, PA 19380 • United States
West Chester, PA • United States
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
136 North Church, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2007-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Investment Advisors, Llc | West Chester | PA | 06/2006 | Present |
| Alera Investment Advisors, Llc | West Chester | PA | 05/2025 | Present |
INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-08 |
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