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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-25 |
| DE | RA | APPROVED | 2025-08-22 |
Branch Locations
35568 Airport Rd, Rehoboth Beach, DE 19971 • United States
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wsfs Bank | Rehoboth Beach | DE | 07/2009 | 08/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2015 | 08/2025 |
| Bryn Mawr Trust Advisors, Llc | Rehoboth Beach | DE | 08/2025 | Present |
Fixed insurance sales which are conducted less than 5%-10% of time spent during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-17 |
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