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Watkinson Capital Advisors LLC CRD 151862
$124M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1273 E. Lancaster Ave, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Profund Distributors, Inc. | Bethesda | MD | 07/2010 | 05/2017 |
| Watkinson Capital Advisors Llc | Berwyn | PA | 09/2017 | Present |
| Unemployed | Dallas | TX | 05/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-17 |
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