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26 South Church Street Suite 1A, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-08-30 |
| TX | RA | APPROVED | 2022-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 11/2017 | 04/2022 |
| Unemployed | Lancaster | PA | 04/2017 | 11/2017 |
| American Solar Direct - Remote From Ny From 01/2017 | Los Angeles | CA | 05/2015 | 04/2017 |
| Mourning Sun | Lancaster | PA | 09/2019 | Present |
| Wedmont Private Capital | Malvern | PA | 04/2022 | Present |
| Wedmont Private Capital | Phoenix | AZ | 04/2022 | Present |
NAME OF BUSINESS: Mourning Sun NON-INVESTMENT/INVESTMENT RELATED: No ADDRESS (City/State): Lancaster, PA NATURE OF BUSINESS: Grief / Events POSITION: Owner/Partner START DATE (Month/Year): 09/2019 APPROXIMATE HOURS PER MONTH: 2 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: Help plan grief retreats and events NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Lancaster, PA POSITION: LANDLORD/OWNER START DATE: 8/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-02 |
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