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Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-08 |
| PA | RA | APPROVED | 2025-01-08 |
Branch Locations
6300 Blair Hill Ln, Baltimore, MD 21209 • United States
Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pitcairn Trust Company | Gaithersburg | MD | 10/2015 | 12/2025 |
| Pitcairn Wealth Advisors | Gaithersburg | MD | 01/2025 | Present |
Name of other business: Inspire Access; Is business Investment related: Yes; (Charitable) Address of other business: 9001 Durham Drive, Potomac, MD 20878; Nature of other business: Donor Advised Fund (DAF) supporting the unrepresented and underserved; Your position: Board Member; Start date of relationship: 01/01/2022; Approx. # of hours /month devote to other business: 2; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: participate in Quarterly Board meetings, assist in hiring.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-28 |
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