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112 South French Street, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-07-18 |
Branch Locations
112 South French Street, Wilmington, DE 19801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pershing Llc | Havertown | PA | 09/2011 | 02/2023 |
| Lockwood Advisors Inc | King Of Prussia | PA | 02/2013 | 02/2023 |
| Pershing Advisor Solutions Llc | Havertown | PA | 05/2022 | 02/2023 |
| Incadense Corp. | Wilmington | DE | 03/2024 | Present |
| Ih2 Advisors & Company | Wilmington | DE | 05/2024 | Present |
| Unemployed | Havertown | PA | 02/2023 | 03/2024 |
Incadense Corp. 112 South French Street, Wilmington, DE 19801, not investment related; Consulting Business; Start date: March 12, 2024; Head of Operations and Account Services; I devote 50% of my time to this activity; my duties are to draft business requirements for Managed Accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-23 |
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