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626 South State Street, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-08 |
| NJ | RA | APPROVED | 2021-05-19 |
| PA | RA | APPROVED | 2021-05-17 |
Branch Locations
626 South State Street, Newtown, PA 18940 • United States
100 Overlook Center, 2Nd Floor, Princeton, NJ 08540 • 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 |
|---|---|---|---|---|
| Fsc Securities Corporation | Yardley | PA | 11/2011 | 02/2018 |
| The Retirement Group, Llc | San Diego | CA | 11/2011 | 02/2018 |
| Ethos Capital Advisors, Llc | Newtown | PA | 02/2018 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 02/2018 | 05/2021 |
| Madison Avenue Securities, Llc | San Diego | CA | 02/2020 | 05/2021 |
| Ethos Capital Management, Inc. | Newtown | PA | 05/2021 | Present |
1.) NAME: ETHOS CAPITAL ADVISORS, LLC ; INV RELATED: YES ; ADDRESS: 111 SOUTH STATE STREET, NEWTOWN, PA 18940 ; NATURE: INSURANCE SALES ; POSITION: INSURANCE AGENT ; START DATE: 2/2018 ; HOURS/MONTH: 40 ; TRADING HOURS/MONTH: 40 ; DUTIES:SELL INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-27 |
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