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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-03-09 |
Branch Locations
10000 Sagemore Drive, Suite 10201, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-09-03 |
| NJ | RA | APPROVED | 2018-02-22 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
1725 The Fairway, Jenkintown, PA 19046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Villanova University | Villanova | PA | 08/2001 | Present |
| Lincoln Investment | Wyncote | PA | 06/2015 | Present |
HERITAGE ADVISORY GROUP POSITION: Financial Professional NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 180 START DATE: 01/01/2019 ADDRESS: 515 Cloverly Ave, Jenkintown PA 19046, United States DESCRIPTION: DBA for ensemble practice. I will be engaged primarily in financial planning activities (through Lincoln) Edgelight Investments Management, LLC Position: Member Nature: sub-advisor entity Investment Related: Yes Hours: 10 Securities Trading Hours: 0 Start Date: 3/1/2026 Address: 1725 The Fairway Jenkintown, PA 19046 Description: Internal administrative review for tax and audit
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-14 |
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