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Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-25 |
Branch Locations
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 | Jenkintown | PA | 07/2010 | 12/2023 |
| Pitcairn Trust Company | Conshohocken | PA | 12/2023 | 12/2025 |
| Pitcairn Wealth Advisors Llc | Conshohocken | PA | 06/2025 | Present |
Pitcairn Trust Company, Investment-related, Conshohocken, PA, Chief Global Strategist, July 2010, 80 per month, all during trading hours. Chairman of the Board of Academy of Vocal Arts, Investment-related, Philadelphia, PA, since 2005, estimated 10-15 hours per quarter; as Chairman of the Board for Pitcairn Financial Group, Investment-related, Conshohocken, PA, Chairman of the Board, since 2007. Director and EVP for PITCO Financial Services Holding Company, Investment-related, Conshohocken, PA, since 2000.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-21 |
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