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Current Employers
Hirtle & Co., Llc

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-07
IL RA APPROVED 2018-02-12
PA RA APPROVED 2018-01-11
  • FL RA
    APPROVED
    Since 2026-04-07
  • IL RA
    APPROVED
    Since 2018-02-12
  • PA RA
    APPROVED
    Since 2018-01-11

Branch Locations

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States

West Palm Beach, FL • 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
Convergex Execution Solutions Llc Chicago IL 07/2014 07/2017
Hirtle Callaghan & Co. Llc West Palm Beach FL 11/2017 Present
Unemployed Chicago IL 07/2017 11/2017
  • 07/2014 → 07/2017
    Convergex Execution Solutions Llc
    Chicago, IL
  • 11/2017 → Present
    Hirtle Callaghan & Co. Llc
    West Palm Beach, FL
  • 07/2017 → 11/2017
    Unemployed
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-11
S63 Uniform Securities Agent State Law Examination 2001-11-07
  • S65 Uniform Investment Adviser Law Examination
    2018-01-11
  • S63 Uniform Securities Agent State Law Examination
    2001-11-07

View on SEC IAPD

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