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Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-09-13 |
Branch Locations
Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cordasco Financial Network, Llc | Philadelphia | PA | 03/2012 | 08/2017 |
| Andrew Garrett, Inc | Philidelphia | PA | 08/2012 | 08/2017 |
| Wisdom Planning, Llc | Haddonfield | NJ | 02/2014 | 08/2017 |
| Sage Financial Group | W. Conshohocken | PA | 08/2017 | Present |
Mr. Mardinly has been an Adjunct Professor at Temple University, located at 1801 N Broad St, Philadelphia, PA 19122 since August 2014. Temple University is a higher education institution and not an investment-related business. He teaches a course entitled "Investing for the Future" which covers personal financial planning and the fundamentals of investing. He spends 2-3 hours per week, outside of securities trading hours, when class is in session.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-17 |
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