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Peter John Conte

Girard Advisory Services, LLC

Souderton, PA

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Current Employers
Girard Advisory Services, Llc

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-07-16
  • PA RA
    APPROVED
    Since 2019-07-16

Branch Locations

14 N Main Street, Souderton, PA 18964 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Univest Bank And Trust Co Souderton PA 09/1989 Present
  • 09/1989 → Present
    Univest Bank And Trust Co
    Souderton, PA
Other Businesses

Univest Bank and Trust Co. 14 N Main Street, Souderton, PA 18964 Trust Services Trust Investment Officer 09/1989 160 hours per month 120 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-16
  • S65 Uniform Investment Adviser Law Examination
    2019-07-16
Other Names
  • Peter J Conte

View on SEC IAPD

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