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920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
| PA | RA | APPROVED | 2018-10-09 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research | Fairfield | IA | 08/2000 | 10/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | 10/2018 |
| Ellis Investment Partners, Llc | Berwyn | PA | 10/2018 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.2) KEY FINANCIAL CORP, LLC, 351 E. CONESTOGA RD, STE 203, WAYNE, PA 19087; NON-INVESTMENT RELATED; START DATE: 1/1/07; POSITION: PRINCIPAL DEVOTING 40 HRS/WKLY NONE DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-20 |
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