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300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED | 2024-06-06 |
Branch Locations
300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pillar Wealth Advisors, Llc | Westtown | PA | 12/2011 | 10/2024 |
| Cyprium Solutions, Inc. | East Petersburg | PA | 02/2024 | Present |
| Compass Ion Advisors, Llc | Conshohocken | PA | 06/2024 | Present |
NAME OF OBA: INSURANCE BROKERAGE; ADDRESS OF OBA: WILMINGTON, DE 19808; NATURE: MULTI-LINE INSURANCE BROKERAGE; INVESTMENT RELATED: NO; TITLE WITH OBA: LICENSED INSURANCE AGENT; DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, DISABILITY INSURANCE AND LONG-TERM CARE INSURANCE; START DATE: 2009; APPROX. NUMBER OF HOURS/MONTH: 2-4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2-4
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-05 |
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