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Wayne, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-03 |
| WI | RA | APPROVED | 2024-04-03 |
| ME | RA | APPROVED | 2022-07-05 |
| PA | RA | APPROVED | 2012-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cubic Financial Advisors Llc | Wayne | PA | 08/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 1998-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-15 |
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