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2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-28 |
Branch Locations
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Linwood | NJ | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Linwood | NJ | 11/2016 | 04/2020 |
| Almanack Investment Partners | Wayne | PA | 04/2020 | 08/2022 |
| Ethos Financial Group, Llc | King Of Prussia | PA | 08/2022 | Present |
INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2018, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS GOLF SIMULATOR COMMUNITY, NOT INVESTMENT RELATED, GREENSBOROUGH, NC, MEMBER OF ADVISORY BOARD, 8/2023, APPROX. 10 HRS/MONTH OUTSIDE OF TRADING HOURS: MARKETING STRATEGY, FINANCIAL STRATEGY AND GUIDANCE ROLE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-08 |
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