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1150 Glenlivet Drive Suite A-18, Allenton, PA 18106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-05 |
Branch Locations
Mt. Pleasant, SC • United States
1150 Glenlivet Drive Suite A-18, Allenton, PA 18106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-20 |
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