Theodore Peter Piotrowicz

Current Employers

Employment History

• 06/2012 → Present
  Legacy Advisors, Llc
  Plymouth Meeting, PA

Other Businesses

1) Cabot-Kjellerup Fndn.; 810 Merrybell Lane, Kennett Square, PA 19348; 1/1/2017; Board Member; Charitable fndn. board member; Not Inv-related; 1 hr/mo, 1 hr/mo during business hours. 2) Abele Family Fndn.; 5 Bluff View, Medford, NJ 08055; 09/01/2018; Board Member; Board participation, provide funding to the fndn.; Inv-related; 1 hr/mo, 1 hr/mo during business hours. 3) Legacy Advisors, LLC; 401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462; 05/29/2012; Sr. Client Advisor; Provide investment and/or financial planning advice/services to clients; Inv-related; 200 hrs/mo; 200 hrs/mo during business hours. 4) The Legacy Foundation, Portland, OR; Non-Profit/Not inv-related; Member, Board of Directors and Search Committee (non-compensated position); 5 hrs/mo during trading hours. 5) Independent, Portland, OR; Inv-Related; Private Placement sales; 1 hr/wk during trading hours. 6) Irr. DoT of Will Abele FBO Ed Abele 12/30/93; 03/01/2018; ** 7) Ed Abele 1996 Trust Number Two; 03/01/2018; ** 8) Karen Abele 1996 Trust Number Two; 03/01/2018; ** 9) Irr. DoT of Will Abele FBO Karen Abele 10/23/97; 03/01/2018; ** 10) Irr. DoT of Will Abele FBO Ed Abele 10/23/97; 03/01/2018; ** 11) Irr. DoT of Will Abele FBO Ed Abele 06/07/10; 03/01/2018; ** 12) Irr. DoT of Will Abele FBO Grandchildren 12/15/10; 03/01/2018; ** 13) 2018 Irr. DoT of Wilbert Abele FBO William Scheu; 09/01/2018; ** 15) 2018 Irr. DoT of Wilbert Abele FBO Robert Scheu; 09/01/2018; ** 15) Irr. DoT of Will Abele FBO Karen Abele 12/30/93; 03/01/2018; ** 16) Irr. DoT of Will Abele FBO Karen Abele 06/07/2010; 03/01/2018; ** **(6) through (16) remaining information: Co-Trustee; Involved with the Trusts investment and monetary accounts; Inv-related; 1 hr/mo; 1 hr/mo during business hours. 17) SILK GRASS HOLDINGS US, LLC; 16192 Coastal Hwy, Lewes DE 19958; 9/2022; Board Member; Holding Company for series of farming companies in Belize. Silk Grass owns actual farms and farming operations; Not Inv-related; 1 hr/mo; 1 hr/mo during trading hours. 18) 1997 Irrevocable Trust; 21775 Eastmont Dr Bend, OR 97701; Trust; Inv-related; Trustee; Trustee duties; 01/18/2023; 0 hrs/mo; 0 hrs/mo during trading hours. 19) Legacy Advisors; 5 Apollo Rd Plymouth Meeting, PA 19462; Member Firm Affiliation; Inv-related; Client Advisor; Advising clients; 05/29/2012; 160 hrs/mo; 160 hrs/mo during trading hours. 20) IRR Trust FBO Andrew Jean Kokes; *** 21) IRR Trust FBO Mischa Kokes; *** 22) IRR Trust FBO Audreyana Kokes; *** 23) IRR Trust FBO Shemuel Kokes; *** 24) IRR Trust FBO Sasha Kokes; *** ***(20) through (24) remaining information: 171 Beachside Dr, Vero Beach FL 32963; Trustee; Not inv-related; Trustee; Oversee trust assets, make distributions to beneficiaries per terms of trust; 6/01/2024; 1 hr/mo; 1 hr/mo during trading hours. 25) IRR Trust FBO Julian Shalom Kokes; 917 Beachside Dr, Vero Beach FL 32963; Trustee; Not inv-related; Trustee; Oversee trust assets, make distributions to beneficiaries per terms of trust; 6/01/2024; 1 hr/mo; 1 hr/mo during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-19

Designations