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2525 Holicong Road, Doylestown, PA 18902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Bensalem | PA | 04/2015 | 04/2017 |
| Giant Super Markets | Doylestown | PA | 11/2014 | 05/2017 |
| Winthrop Partners - Epa, Llc | Buffalo | NY | 06/2017 | 09/2022 |
| Del Val Retirement And Investment Services Inc | New Hope | PA | 08/2024 | Present |
| Edwardson Construction | New Hope | PA | 09/2022 | Present |
| Del Val Bank Services, Inc. | Danboro | PA | 08/2018 | Present |
PLUMSTEAD HISTORICAL SOCIETY, PLUMSTEADVILLE, PA BOARD MEMBER 2011 - PRESENT WILLOW CHARITABLE FUND - THE GREATER WILLOW GROVE GOLF OPEN 1985 - PRESENT BUSINESS LEADERS THAT RAISE FUNDS FOR LOCAL CHARITIES IN THE GREATER WILLOW GROVE ARE EDWARDSON CONSTRUCTION; NEW HOPE, PA; NOT INVESTMENT RELATED; HOME CONSTRUCTION - PROJECT MANAGEMENT SINCE 9/2022; 120 HOURS/MO DEL VAL BANK SERVICES, INC.; DANBORO, PA; NOT INVESTMENT RELATED; COMMERICIAL REAL ESTATE INSPECTION; PRESIDENT SINCE 8/2018; 5 HOURS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-14 |
| S66 | Uniform Combined State Law Examination | 2010-10-08 |
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