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247 N. Main Street, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-12-05 |
Branch Locations
247 N. Main Street, New Hope, PA 18938 • United States
1738 Bridgetown Pike, Lower Southampton, PA 19053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moondance Investment Advisors, Llc | New Hope | PA | 12/2012 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2013 | Present |
1) MOONDANCE INVESTMENT ADVISORS LLC. Investment Related. Located at -247 N. MAIN ST. NEW HOPE, PA 18938. Nature - RIA. Position - OWNER/ PORTFOLIO MANAGER. Start - 12/5/12. 160 HRS/MONTH, 160 hours during trading hours. 2) Wentworth Financial Partners LLC. Investment Related. Located at 80 State Street, Albany, NY 12207. Nature - Insurance. Position - Life Insurance Agent. Start - 10/2021. 1 hour per month during trading hours. Duties - Sales of Fixed/Traditional Insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-20 |
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