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300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-01-27 |
Branch Locations
300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Harleysville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apw Capital, Inc. (Formerly Camas) | Rockaway | NJ | 01/2009 | 01/2023 |
| Compass Ion Advisors, Llc | Conshohocken | PA | 12/2008 | Present |
| Keel Point | Huntsville | AL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-08 |
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