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550 E Swedesford Rd Suite 110, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-09-29 |
| PA | RA | APPROVED | 2007-12-20 |
Branch Locations
550 E Swedesford Rd Suite 110, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2003 | Present |
| Axiom Asset Management | Wayne | PA | 06/2003 | Present |
| Wealthtrust Axiom Llc | Wayne | PA | 12/2007 | Present |
(1) AXIOM ASSET MGMT. INVESTMENT RELATED, 550 E. SWEDESFORD RD. STE. 110 WAYNE, PA 19087. RIA FIRM, INVESTMENT ADVISOR 160 HOURS/MONTH 2) Chester County Planning Commission. Non-Investment Related. 601 Westtown Road, Suite 270 west Chester, PA 19380. Board Member, Government Agency. Start 9/2016. 5hrs/mo, 3hrs during trading hours. Board member, advisory to professional staff related to land planning and development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-01 |
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