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920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-03-11 |
Branch Locations
920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellis Investment Partners, Llc | Berwyn | PA | 03/2013 | Present |
BARC FOUNDATION 4950 YORK ROAD, HOLICONG, PA 18928; NON-PROFIT; SUPPORT FOR PEOPLE WITH DISABILITIES, CHAIR OF INVESTMENT COMMITTEE; ZERO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 1993-04-16 |
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