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1055 Westlakes Drive Suite 150, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-02 |
Branch Locations
1055 Westlakes Drive Suite 150, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | Berwyn | PA | 10/2021 | Present |
| Waynesborough Country Club | Paoli | PA | 04/2013 | 10/2021 |
| Nudy's Cafe | Paoli | PA | 05/2018 | 08/2018 |
| Ryan Memorial Library | Wynnewood | PA | 09/2017 | 03/2020 |
| Everest Court Reporting | Philadelphia | PA | 01/2021 | 05/2021 |
| Doordash | Philadelphia | PA | 02/2021 | 03/2021 |
| St. Charles Borromeo Seminary | Wynnewood | PA | 08/2016 | 05/2021 |
Waynesborough Country Club; not investment-related; 440 Darby Paoli Rd., Paoli, PA 19301; Golf Club; Country Club Assistant; started 04/2013; approximately 5 hours per month, none during securities trading hours; assist with club activities, including golf.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-02 |
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