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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-13 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
1515 Market St Suite 1200, Philadelphia, PA 19102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quasar Distibutors, Llc | Milwaukee | WI | 03/2014 | 11/2019 |
| Coho Partners | Berwyn | PA | 02/2014 | 02/2024 |
| Coho Partners | Berwyn | PA | 02/2024 | Present |
Villanova University adjunct professor, teaching corporate finance 1 night/wk, non-investment related, compensated, 10hr/mo; 0hr/during trading hours, Sept 2019.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-05-27 |
| S66 | Uniform Combined State Law Examination | 2003-11-13 |
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