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3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-02 |
Branch Locations
3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities | Hunt Valley | MD | 10/2015 | 11/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 10/2015 | 07/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 06/2018 |
| Almanack Investment Partners | Wayne | PA | 08/2018 | 09/2019 |
| Psa Financial Advisors, Inc. | Lutherville | MD | 05/1999 | 09/2016 |
| Domani Wealth Llc | Lancaster | PA | 11/2019 | 09/2020 |
| Stonebridge Advisors, Inc | Ellicott City | MD | 07/2021 | 02/2024 |
| N/A | New Freedom | PA | 09/2020 | 07/2021 |
| N/A | New Freedom | PA | 09/2019 | 11/2019 |
| Almanack Investment Partners, Llc | Wayne | PA | 03/2024 | Present |
1)NAME OF OTHER BUSINESS: MCCORMICK CONSUMER TESTING INVESTMENT RELATED: NO ADDRESS: WIGHT AVENUE & PEPPER ROAD HUNT VALLEY, MD NATURE OF BUSINESS: CONSUMER TESTING PROGRAM START DATE: 03/28/2006 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: <1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: AFTER TASTING I COMPLETE A QUESTIONNAIRE BASED ON MY OPINIONS OF THE PRODUCT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-20 |
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