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1001 Conshohocken State Road Suite 1-202, West Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-01-20 |
Branch Locations
1001 Conshohocken State Road Suite 1-202, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | King Of Prussia | PA | 03/2016 | 08/2020 |
| Baldwin Investment Management, Llc | West Conshohocken | PA | 08/2020 | Present |
TRUSTEE ON FAMILY TRUST ACCOUNTS: START APPROX 4/1/16, INVESTMENT RELATED, NOT PUBLICLY TRADED, 403 WEATHERSTONE DR PAOLI PA 19301, FOR FAMILY MEMBERS, NO COMP, OVERSIGHT OF GENERAL FINANCIAL AFFAIRS, APPROX 1-2 HR PER MO, APPROX SAME TIME DURING SCHED WORK HRS (VERY LITTLE, ONLY AS NEEDED). JOANNA FURNACE HISTORICAL CLUB POSITION: Board Member NATURE: Board Member / Volunteer - responsible for the Club's grounds and farmhouse. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2019 ADDRESS: 221 S Fourth St, Hamburg PA 19526
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-10 |
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