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76 East State St., Doylestown, PA 18901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cresap, Inc. | Radnor | PA | 06/1999 | 01/2019 |
| Trident Advisors, Inc. | Doylestown | PA | 06/1999 | Present |
| Cresap Inc. | Radnor | PA | 01/2020 | Present |
TRIDENT ADVISORS INC., YES INVESTMENT RELATED, 76 EAST STATE STREET, DOYLESTOWN, PA 18901, CONSULTING, PRESIDENT, START DATE 6/29/99, Full time, CONSULTING WITH CLIENTS ON OUTSIDE INVESTMENTS INCLUDING REAL ESTATE. Occasional Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-27 |
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