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Current Employers
Compass Ion Advisors, Llc

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-03-09
TX RA APPROVED 2020-03-09
  • PA RA
    APPROVED
    Since 2020-03-09
  • TX RA
    APPROVED
    Since 2020-03-09

Branch Locations

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Bryn Mawr, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eastern University St. Davids PA 06/2016 04/2018
Compass Ion Advisors, Llc Conshohocken PA 03/2018 Present
Other Businesses

NAME OF OBA: HEARTWOOD FOUNDATION; ADDRESS OF OBA: KING OF PRUSSIA, PA 19406; NATURE: EDUCATION NON-PROFIT; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: FOUNDER/DIRECTOR; DUTIES: DEVELOPING AND EXECUTING EDUCATION-RELATED PROJECTS AND OPPORTUNITIES; START DATE: 01/18/2024; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-19
  • S65 Uniform Investment Adviser Law Examination
    2020-02-19
Designations
Other Names
  • Evan Hewitt

View on SEC IAPD

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