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3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-02 |
Branch Locations
3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forefront Analytics | West Conshohocken | PA | 09/2011 | 07/2022 |
| Almanack Investment Partners, Llc | Wayne | PA | 07/2022 | 11/2022 |
| Dialectic Wealth, Llc | Bethlehem | PA | 11/2022 | Present |
Dialectic Wealth, LLC is located at 2025 Majestic Overlook Drive, Bethlehem, PA 18015 100% Owner and managing member Provide Investment-related consulting to individual clients, as an investment advisor representative of Almanack Investment Partners, LLC. Almanack Investment Partners, LLC is located at 656 E Swedesford Rd, Wayne, PA 19087, United States Started in July 2022. Provide Investment-related research, software support and analysis to Forefront Analytics, LLC. Forefront is located at One Tower Bridge, 100 Front St #1111, Bridgeport, PA 19405 Starting Day with Forefront LLC as a consultant: February 2023 Two days per week - 16 hrs - will be dedicated to Forefront, LLC and three days per week - 24 hrs - to servicing IAR contacts through Almanack Investment Partners, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
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