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3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-11-04 |
Branch Locations
656 E. Swedesford Rd Suite 301, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercap Securities, Llc | Paoli | PA | 12/2011 | 11/2020 |
| Mercap Advisors, Inc. | Paoli | PA | 07/2015 | 11/2020 |
| Almanack Investment Partners, Llc | Wayne | PA | 11/2020 | Present |
| Innovation Partners | Charlotte | NC | 11/2020 | 03/2023 |
1. NAME OF BUSINESS:NATIONAL LIBERTY MUSEUM, 321 CHESTNUT STREET, PHILA., PA 19106. 215-925-2800. NO EMAIL. THIS BUSINESS IS A CHARITABLE ORGANIZATION. NATURE OF BUSINESS:MUSEUM. IS THIS BUSINESS INVESTMENT RELATED:NO. TITLE:BOARD MEMBER. DUTIES: OVERSEE ENDOWMENT. APPROX # OF HOURS PER MONTH DEVOTED TO THIS ACTIVITY:3. # OF HOURS DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS:0., DATE STARTED:NOVEMBER 2008. FINANCIAL INTEREST IN THIS BUSINESS:NO. HOW COMPENSATED:NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-11 |
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