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150 N. Radnor Chester Road Suite A225, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-02 |
Branch Locations
150 N. Radnor Chester Road Suite A225, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Capital Management, Inc. | Philadelphia | PA | 09/2002 | 07/2018 |
| Wick Capital Partners, Llc | Wayne | PA | 08/2023 | Present |
| Bryn Mawr Trust | Philadelphia | PA | 07/2018 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-15 |
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