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75 Valley Stream Parkway Suite 201, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2003-10-01 |
| PA | RA | APPROVED | 1994-07-27 |
Branch Locations
75 Valley Stream Parkway Suite 201, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cmg Capital Management Group, Inc. | Malvern | PA | 04/1994 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 03/2020 | 06/2020 |
| Amera Securities | King Of Prussia | PA | 06/2020 | 12/2023 |
| Metric Financial Llc | Atlanta | GA | 01/2024 | Present |
1) CAPITAL MANAGEMENT GROUP, INC. INVESTMENT RELATED BUSINESS. LOCATED AT 75 VALLEY STREAM PARKWAY, SUITE 201, MALVERN PA 19355. RIA BUSINESS. TITLE IS CEO-OWNER. STARTED 04/1994. DUTIES ARE CEO & CIO.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 1992-12-09 |
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