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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-10 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Univest Corporation | Souderton | PA | 01/2003 | 11/2016 |
| Janney Montgomery Scott Llc | Blue Bell | PA | 12/2016 | 02/2025 |
| Lincoln Investment | Fort Washington | PA | 02/2025 | Present |
UPPER MORELAND POLICE PENSION FUND POSITION: President/Non-voting member NATURE: Township Government INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/22/2017 ADDRESS: 117 Park Avenue, Willow Grove PA 19090, United States DESCRIPTION: Primarily administrative, run the quarterly meetings, attendance, act as liason between the board members and assist with the evaluation of investments with the manager of the pension fund (PFM).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-08 |
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