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Richard E Borowy

Alvin Clay Financial Advisors, LLC

Jenkintown, PA

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Current Employers
Alvin Clay Financial Advisors, Llc

309 York Road Suite 215, Jenkintown, PA 19046 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-01-06
  • PA RA
    APPROVED
    Since 2023-01-06

Branch Locations

309 York Road Suite 215, Jenkintown, PA 19046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alvin Clay Financial Advisors, Llc Jenkintown PA 01/2023 Present
Alvin Clay Financial Advisors, Llc Jenkintown PA 02/2021 Present
Retirement Glenside PA 01/2020 02/2021
Independent Consultant Jenkintown PA 07/2019 12/2019
Pitcairn Trust Company Jenkintown PA 03/1987 06/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-10-07

View on SEC IAPD

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Other Investors

DONALD EDWARD JONES
ALVIN ABRAHAM CLAY
PAUL KENNETH KINGSTON
David Richard DuCharme
Bridget J Curtis
JOANNE MAXINE KELLER
STEVEN A ROSENBERG
JAMES RYAN FISHER

Other Offices

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC · Jenkintown, PA
FINANCIAL SPECTRUM INC. · JENKINTOWN, PA
DUCHARME WEALTH ADVISORS, LLC · JENKINTOWN, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · JENKINTOWN, PA
THE ARANDA GROUP ADVISORS, LLC · JENKINTOWN, PA
WELLS FARGO CLEARING SERVICES, LLC · JENKINTOWN, PA
RAYMOND JAMES & ASSOCIATES, INC. · JENKINTOWN, PA
OPPENHEIMER & CO. INC. · JENKINTOWN, PA

More in Jenkintown, PA

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