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Daniel Patrick Rodan

Tower Bridge Advisors

West Conshohocken, PA

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Current Employers
Tower Bridge Advisors

300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-10-03
  • PA RA
    APPROVED
    Since 2019-10-03

Branch Locations

300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Securities King Of Prussia PA 03/2016 04/2018
Tower Bridge Advisors, Inc. Conshohocken PA 04/2018 Present
  • 03/2016 → 04/2018
    Bb&T Securities
    King Of Prussia, PA
  • 04/2018 → Present
    Tower Bridge Advisors, Inc.
    Conshohocken, PA
Previous Registrations
  • 2016-03-01 → 2018-04-19
    Bb&T Securities, Llc
    King Of Prussia, PA
  • 2014-03-12 → 2016-03-30
    Valley Forge Asset Management, Llc
    King Of Prussia, PA
    King Of Prussia, PA
  • 2003-10-15 → 2004-03-24
    Ameriprise Financial Services, Llc
    Blacksburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-14
  • S66 Uniform Combined State Law Examination
    2003-10-14

View on SEC IAPD

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Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA

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