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3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-08-14 |
| TX | RA | APPROVED_RES | 2015-08-13 |
Branch Locations
3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2014 | 04/2026 |
| Quadrant Private Wealth Management, Llc | Center Valley | PA | 05/2014 | Present |
| Private Client Services | Center Valley | PA | 04/2026 | Present |
1) Quadrant Private Wealth DBA Quadrant Capital; investment-related; 3850 Sierra Circle, Suite 300, Center Valley, PA 18034; investment adviser firm; investment adviser representative; start date 05/2014; 160 hours per month; 130 hours per month during trading hours. 2) ArtsQuest Foundation; not investment-related; ArtsQuest Center at Steelstacks; 101 Founders Way, Bethlehem, PA 18015; foundation that supports ArtsQuest, a community arts organization; chairman, running quarterly meetings; 2 hours per month; zero hours during trading hours. 3) Historic Bethlehem Museums and Sites; not investment-related; 74 West Broad St, Suite 310, Bethlehem, PA 18018; historical preservation and tourism; board member; 2 hours per month; zero hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-16 |
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