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37 S. Delaware Avenue Suite 1, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-16 |
| NJ | RA | APPROVED | 2025-12-16 |
| PA | RA | APPROVED | 2003-08-15 |
Branch Locations
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 |
|---|---|---|---|---|
| The Estate Planners Group | Yardley | PA | 05/2006 | Present |
xE Fund MGR, LLC Investment related 17071 Tidewater Ln, Fort Myers, FL 33908 Manager of 2 pooled investment vehicles Managing member Started August 2024 Approximately 10 hours a month Approximately 1 hour during securities trading hours Supervising investment managers xE Fund Advisory, LLC Investment related 17071 Tidewater Ln, Fort Myers, FL 33908 Adviser to 2 pooled investment vehicles Managing member Started November 2024 Approximately 10 hours a month Approximately 1 hour during securities trading hours Supervising investments Hamilton Asset Advisers, LLC Investment related 37 S Delaware Ave, Ste 1A, PA 18977 Manager of 1 pooled investment vehicles Managing Member Started January 1, 2009 Approximately 10 hours a month Approximately 1 hour during securities trading hours Supervising investment managers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-28 |
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