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New Hope, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-28 |
| NJ | RA | APPROVED | 2024-08-26 |
| NY | RA | APPROVED | 2024-06-27 |
| PA | RA | APPROVED | 2024-06-27 |
| TX | RA | APPROVED_RES | 2024-06-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dillon Capital Management | Ambler | PA | 07/2022 | 05/2024 |
| Parkway Clinical Labs | Bensalem | PA | 07/2021 | 04/2022 |
| General Healthcare Resources | Plymouth Meeting | PA | 11/2018 | 07/2021 |
| Intercontinental Development | Ottsville | PA | 07/2018 | 10/2018 |
| Squires Golf Club | Ambler | PA | 07/2016 | 11/2021 |
| Temple University | Philadelphia | PA | 04/2016 | 05/2018 |
| Poxono Capital Llc | New Hope | PA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-08 |
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