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Current Employers
Stillwater Private Wealth

1150 Glenlivet Drive Suite A-18, Allenton, PA 18106 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-02-05
  • SC RA
    APPROVED
    Since 2026-02-05

Branch Locations

Mt. Pleasant, SC • United States

1150 Glenlivet Drive Suite A-18, Allenton, PA 18106 • 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
Blue Bell Private Wealth Management Blue Bell PA 10/2015 03/2024
Ethos Financial Group, Llc King Of Prussia PA 03/2024 02/2026
Stillwater Private Wealth Mt. Pleasant SC 02/2026 Present
Previous Registrations
Other Businesses

PALM HARBOR ADVISORS, LLC; NOT INVESTMENT-RELATED; MT. PLEASANT, SC; OWNER; START DATE 3/2024; APPROXIMATELY 5 HRS/MO OUTSIDE DURING TRADING HOURS; WILL RECEIVE INCOME FOR INVESTMENT ADVISORY SERVICES. LICENSED INSURANCE REPRESENTATIVE; INVESTMENT RELATED; PERSONAL RESIDENCE; INSURANCE SALES; LICENSED INSURANCE REPRESENTATIVE; JUNE 26, 2025; 2 HRS/ MONTH; MAY RECOMMEND, ON A FULLY DISCLOSED COMMISSION BASIS, THE PURCHASE OF INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-20
  • S65 Uniform Investment Adviser Law Examination
    2014-08-20

View on SEC IAPD

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