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1208 Kimberton Road, Chester Springs, PA 19425 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-10 |
Branch Locations
1208 Kimberton Road, Chester Springs, PA 19425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Marlton | NJ | 01/2010 | 02/2020 |
| Pruco Securities Llc | Marlton | NJ | 01/2010 | 02/2020 |
| Pruco Securities, Llc. | Marlton | NJ | 04/2020 | 06/2022 |
| Prudential Insurance Company Of America | Marlton | NJ | 04/2020 | 06/2022 |
| Unemployed | Wayne | PA | 02/2020 | 04/2020 |
| Creative Captial Wealth Management Group | Phoenixville | PA | 06/2022 | Present |
| Arkadios Capital | Atlanta | GA | 06/2022 | Present |
Creative Capital Wealth Management Group, Is Investment Related, wealth management, Managing Director,2022-06-13,200 hours per month,5 hours per month during trading hours, Salary Compensation, Senior wealth strategist - helping clients with investments and financial planning. Managing Director - manage the team (operations, wealth management, financial planning).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-05 |
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