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Connor Joseph Knox

Brandywine Oak Private Wealth LLC

Kennett Square, PA

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Current Employers
Brandywine Oak Private Wealth Llc

500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-20
TX RA APPROVED 2025-03-20
  • PA RA
    APPROVED
    Since 2025-03-20
  • TX RA
    APPROVED
    Since 2025-03-20

Branch Locations

500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • 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
Corient Services Llc Miami FL 10/2023 12/2024
Riskalyze Auburn CA 12/2021 09/2023
Envestnet Berwyn PA 01/2017 12/2021
Sei Oaks PA 11/2015 01/2017
Brandywine Oak Private Wealth Llc Kennett Square PA 01/2025 02/2025
Brandywine Oak Private Wealth Llc Kennett Square PA 01/2025 Present
Previous Registrations
  • 2023-10-27 → 2024-12-31
    Corient
    Wayne, PA
    Miami, FL
Designations

View on SEC IAPD

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