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3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-08-14 |
Branch Locations
3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 05/2014 | 12/2024 |
| Quadrant Private Wealth Management, Llc | Center Valley | PA | 05/2014 | Present |
1. FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: DIOCESE OF ALLENTOWN INVESTMENT RELATED: ADDRESS OF BUSINESS: ALLENTOWN, PA NATURE OF BUSINESS: ADVISORY ROLE TO BISHOP COMPENSATION OF ACTIVITY: NO POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER SUBCOMMITTEE MEMBER START DATE OF RELATIONSHIP: 10-31-1990 NUMBER OF HOURS DEVOTED: 6 - 10 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: NONE DUTIES: FINANCIAL ADVICE, FINANCIAL OVERSIGHT 2. QUADRANT PRIVATE WEALTH MANAGEMENT, LLC DBA QUADRANT PRIVATE WEALTH, 3850 Sierra Circle Suite 300 Center Valley, PA 18034. RIA, INVESTMENT RELATED, 7/2015-PRESENT. TITLE: IAR, 200 HRS/MONTH DURING TRADING. DUTIES: MANAGING THE WEALTH OF CLIENTS. 3. Friends of the Bethlehem Mounted Police. Not Investment Related. Langhorne Avenue, Bethlehem, PA 18017. Board/Trust Supporting Mounted Police. Board Member. 2014. 1.5 Hrs/Mo; 0 During Trading Hours. Board Member Overseeing Mounted Police Activities for Self Support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-27 |
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