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402 Bethlehem Pike, Glenside, PA 19038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Erdenheim | PA | 01/1999 | 08/2024 |
| Chestnut Investment Advisory | Glenside | PA | 03/1988 | Present |
| Osaic Wealth, Inc. | Erdenheim | PA | 08/2024 | Present |
1)TRIAD ADVISORS,INC;INVESTMENT RELATED;5185 PEACHTREE PKWY # 280,NORCROSS, GA 30092;BROKER-DEALER;REGISTERED REPRESENTATIVE;1/1999;135 HRS/MONTH;6 HRS DURING TRADING;REGISTERED REPRESENTATIVE 2)Chestnut Investment Advisory;investment related;402 Bethlehem Pike;financial planning,investment advisory,portfolio design;owner;1986;200 hrs/month;6.5 hrs during trading;client visits,advice,plan prep,IPS development 3)George Andrew;not investment related;author;writer & book prep;2013;10 hrs/month;0 hrs during trading;writer & book author 4)Chestnut Tax Services;not investment related;402 Bethlehem Pike;tax preparation;owner;1991;5 hrs/month from Feb-April;6.5 hrs during trading;tax prep & pro forma advice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-03-19 |
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