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Current Employers
Gwynedd Wealth Partners, Llc

600 W. Germantown Pike Suite 400, Plymouth Meeting, PA 19462-2115 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2013-12-18
  • PA RA
    APPROVED
    Since 2013-12-18

Branch Locations

Eaglevile, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Connotia, Llc Eagleville PA 01/2009 Present
  • 01/2009 → Present
    Connotia, Llc
    Eagleville, PA
Other Businesses

CONNOTIA, LLC 1008 CLARK HILL DRIVE, EAGLEVILLE, PA 19403 PHARMACEUTICAL CONSULTING FOUNDER AND PRINCIPAL 01/2009 TO PRESENT 40 HOURS PER MONTH - 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS. STRATEGIC AND SCIENTIFIC ANALYSIS ON PHARMACEUTICAL PROJECTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-24
  • S65 Uniform Investment Adviser Law Examination
    2013-10-24
Designations
Other Names
  • Sharma Vivek

View on SEC IAPD

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