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3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-14 |
| PA | RA | APPROVED | 2025-12-05 |
Branch Locations
3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concentus Wealth Advisors, Llc | Newtown Square | PA | 05/2024 | Present |
| Student | Columbia | SC | 08/2020 | 05/2024 |
| Yacht Club Of Stone Harbor | Stone Harbor | NJ | 06/2022 | 08/2022 |
| Yacht Club Of Stone Harbor | Stone Harbor | NJ | 06/2023 | 08/2023 |
| Yacht Club Of Stone Harbor | Stone Harbor | NJ | 06/2024 | 08/2024 |
| Yacht Club Of Stone Harbor | Stone Harbor | NJ | 06/2018 | 08/2018 |
| Yacht Club Of Stone Harbor | Stone Harbor | NJ | 06/2019 | 08/2019 |
| Yacht Club Of Stone Harbor | Stone Harbor | NJ | 06/2020 | 08/2020 |
| Yacht Club Of Stone Harbor | Stone Harbor | NJ | 06/2021 | 08/2021 |
| Conestoga High School | Berwyn | PA | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-21 |
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