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Wynnewood, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-14 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | El Segundo | CA | 06/2009 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2017 |
| Omnia Capital Management, Inc. | Hawthorne | CA | 06/2017 | 03/2023 |
| Trans Global Consult | Blythe | CA | 07/2017 | 08/2024 |
| Exemplar Wealth | Phoenix | AZ | 08/2024 | Present |
| Exemplar Capital, Llc | Blythe | CA | 08/2024 | Present |
1) Exemplar Wealth Advisors; Investment Related; 300 N. Broadway, Blythe, CA 92225; Fund Manager; Start date 8/2024; 150 hours per month all during trading hours; Description of duties is Managing Fund Models. 2) Exemplar Consulting; Not Investment Related; 300 N. Broadway, Blythe, CA 92225; Consultant; Start date 8/2/2024; 90 hours per month all during trading hours; Description of duties is Consulting.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-30 |
| S66 | Uniform Combined State Law Examination | 2005-06-23 |
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