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300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-12 |
| TN | RA | APPROVED | 2021-10-12 |
| TX | RA | APPROVED_RES | 2021-10-08 |
Branch Locations
300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Jtekt Corporation | Morristown | TN | 07/2015 | 01/2017 |
| Vision Financial Consulting | Knoxville | TN | 01/2017 | 07/2022 |
| Compass Ion Advisors, Llc | Conshohocken | PA | 09/2021 | Present |
(1.) NAME OF OBA: MCDANIEL TAX ADVISORY LLC; ADDRESS OF OBA: POWELL, TN 37849; NATURE: TAX PREPARATION AND TAX PLANNING; INVESTMENT RELATED: NO; TITLE WITH OBA: TAX PREPARER AND PLANNER; DUTIES: TAX PREPARATION AND TAX PLANNING; START DATE: 01/01/2019; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: FIDUCIARY ADVISOR SUPPOT LLC; ADDRESS OF OBA: POWELL, TN 37849; NATURE: OUTSOURCED FINANCIAL PLANNING; INVESTMENT RELATED: YES; TITLE WITH OBA: FINANCIAL PLANNER; DUTIES: FINANCIAL PLANNING; START DATE: 09/01/2018; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-08 |
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