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1205 Westlakes Drive Suite 100, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-08-11 |
Branch Locations
Long Valley, NJ • United States
1205 Westlakes Drive Suite 100, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chartwell Tsc Securities Corp. | Pittsburgh | PA | 04/2015 | 06/2022 |
| Chartwell Investment Partners, Llc | Berwyn | PA | 04/2015 | Present |
| Carillon Fund Distributors, Inc. | Long Valley | NJ | 06/2022 | Present |
(1)Name of Business: Investments & Wealth Institute Address: 119 West Springtown Road, Long Valley, NJ, 07853, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 01/17/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am on the Conference Planning Committee.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 1996-11-19 |
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