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Doylestown, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axiom Investment Solutions Llc | Doylestown | PA | 03/2015 | Present |
| Alpha Center For Divorce Mediation | Doylestown | PA | 04/2017 | Present |
1. Alpha Center for Divorce Mediation; 155 North Main St., Doylestown, PA 18901; Consultant since 04/2017; consult on budgeting and cash flow planning in a post divorce setting; not investment related; 10% of time per year spent in this business. 2. Board of the Doylestown Historical Society; Doylestown, PA; Board member; 2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-25 |
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