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501 Office Center Drive Suite 125, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-22 |
| NJ | RA | APPROVED | 2025-10-22 |
| TX | RA | APPROVED_RES | 2020-05-14 |
| PA | RA | APPROVED | 2015-04-15 |
Branch Locations
501 Office Center Drive Suite 125, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barrister Wealth Management | Somerstown | NJ | 03/2010 | Present |
| Stockton University | Galloway | NJ | 01/2011 | Present |
| Barrister Higher Learning | Philadelphia | PA | 06/2013 | Present |
FOUNDER AND PRESIDENT, BARRISTER HIGHER LEARNING, ADULT EDUCATION AND CFP EXAM PREP, NON-INVESTMENT RELATED, 1515 Market Street, Suite 1050 Philadelphia, PA 19102, 215-668-5529. APPROX 5 HOURS PER WEEK FOUNDER AND PRESIDENT, BARRISTER INSURANCE SERVICES, LLC, NON-INVESTMENT RELATED, 1515 Market Street, Suite 1050 Philadelphia, PA 19102, 215-668-5529. APPROX 5 HOURS PER WEEK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-16 |
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