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16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-02 |
Branch Locations
16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Chester University | West Chester | PA | 08/2015 | 06/2019 |
| Newsquare Capital, Llc | Newsquare | PA | 06/2019 | 09/2024 |
| Newsquare Capital, Llc | Newsquare | PA | 09/2024 | Present |
| Creative Financial Group | Newtown Square | PA | 03/2020 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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