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1853 William Penn Way Executive Offices Suite 1, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-13 |
| PA | RA | APPROVED | 2009-10-16 |
Branch Locations
1853 William Penn Way Executive Offices Suite 1, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strubel Investment Management | Lancaster | PA | 10/2009 | Present |
Name of outside business: Stmt.ai Is the business investment related: No; Location of the business: 1853 William Penn Way Suite 1 Lancaster PA 17601 United States; Description of the business: Development of financial data subscription software service.; Position Title: Owner; Responsibilities Duties: Development of financial data subscription software service.; Start date with business: 2025-06-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 20;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-22 |
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