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Gladwyne, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 1991-02-19 |
Branch Locations
650 E. Swedesford Road, Suite 100, Wayne, PA 19087 • 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 |
|---|---|---|---|---|
| Divi-Vest Advisors, Inc. | Wayne | PA | 05/1991 | Present |
NAME: COLORFIELD PARTNERS INVESTMENT RELATED: NO ADDRESS: 650 E. SWEDESFORD RD., SUITE 100 WAYNE, PA 19087 NATURE: ARTIST'S ESTATE MANAGER POSITION: MANAGING PARTNER START: 10/1/1999 HOURS: APROX. 2 HOURS PER DAY DUTIES: MANAGERIAL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-30 |
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