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Crosspoint At Valley Forge 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-21 |
| TX | RA | APPROVED | 2022-01-21 |
Branch Locations
Crosspoint At Valley Forge 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin & Marshall College | Lancaster | PA | 09/2013 | 08/2017 |
| Great Valley Advisor Group, Inc. (Dba: Valor Asset Management) | Paoli | PA | 08/2017 | 12/2021 |
| Lpl Financial Llc | Paoli | PA | 08/2017 | 12/2021 |
| Conestoga Capital Advisors, Llc | Wayne | PA | 01/2022 | Present |
| Foreside Fund Services, Llc | Wayne | PA | 02/2022 | Present |
1) Conestoga Capital Advisors, LLC; Investment Related; Sales & Client Service; Wayne, PA; 01/2022; Partner, Director - Sales & Client Service; Manage Conestoga Advisor Relations and Business Development for Conestoga Funds; 160 hours per month 2) The Saturday Club; Not Investment Related; Volunteer manager at local charity events; Wayne, PA; 9/2024; Community Outreach Chair; Organize and fundraise for the local 5K turkey trot and organize events; 8 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-23 |
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