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300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2020-11-20 |
| PA | RA | APPROVED | 2013-11-22 |
Branch Locations
300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Naples, FL • United States
Plymouth Meeting, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apw Capital, Inc. (Formerly Camas) | Rockaway | NJ | 12/2008 | 01/2023 |
| Compass Ion Advisors, Llc | Conshohocken | PA | 12/2008 | Present |
| Keel Point Capital Llc | Huntsville | AL | 01/2023 | Present |
(1.) NAME OF OBA: NEW LIFE PRESBYTERIAN CHURCH--DRESHER ADDRESS OF OBA: DRESHER, PA 19025 NATURE: BUYING SHORT-TERM TREASURY BILLS & NOTES (UNDER 1 YEAR) FOR THE CHURCH'S EXCESS CASH. NO COMMISSIONS OR SALES CHARGES BEING ASSESSED. INVESTMENT RELATED: YES TITLE OR RELATIONSHIP WITH OBA: ELDER & TRUSTEE DUTIES: LADDERING TRANCHES OF T-BILLS & T-NOTES FOR CHURCH'S EXCESS CASH. REINVESTING PROCEEDS WHEN THEY MATURE IF APPROPRIATE START DATE: 07/28/2022 APPROX. NUMBER OF HOURS/MONTH: 0.5 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-19 |
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