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1208 Kimberton Road, Chester Springs, PA 19425 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-10 |
Branch Locations
1208 Kimberton Road, Chester Springs, PA 19425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 04/2022 | 07/2024 |
| Wegmans Food Markets | King Of Prussia | PA | 06/2018 | 02/2022 |
| Steve Rotfeld Productions | Bryn Mawr | PA | 06/2021 | 12/2022 |
| Villanova University | Villanova | PA | 08/2016 | 05/2020 |
| Arkadios Capital | Atlanta | GA | 07/2024 | Present |
| Creative Capital Wealth Management | Chester Springs | PA | 07/2024 | Present |
1. Creative Capital Wealth Management Group, Investment related, 1208 Kimberton Road, Chester Springs, PA 19425, DBA, 120-160 hours/month during securities trading hours. 2. DefySize Fitness and Coaching LLC, Is Not Investment Related, Personal residential address in PA, Fitness and Self-Defense, Owner/Personal Trainer, 6/18/2024, 24 hours per month, 0 hours per month during trading hours, I provide coaching in fitness and self-defense through in-person instruction and online courses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-16 |
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