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1400 N. Providence Rd. Suite 411, Media, PA 19063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-03 |
Branch Locations
1400 N. Providence Rd. Suite 411, Media, PA 19063 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co | Philedelphia | PA | 01/2009 | 08/2023 |
| Journey 1 Advisors, Llc | Media | PA | 08/2023 | Present |
Fixed insurance producer registered with the Pennsylvania Department of Insurance; investment-related business; approximately 1 hour per week devoted to insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-29 |
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