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3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-01 |
| PA | RA | APPROVED | 2022-06-22 |
Branch Locations
3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concentus Wealth Advisors, Llc | King Of Prussia | PA | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-08 |
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