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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-22 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Wayne | PA | 09/2012 | 05/2017 |
| Institute Of Management Accountants - North Penn Chapter | Ambler | PA | 07/2016 | 08/2017 |
| Lincoln Investment | Fort Washington | PA | 12/2024 | Present |
| Marshall's Market, Inc. | Berwyn | PA | 05/2017 | 03/2020 |
| Gopuff | West Chester | PA | 03/2020 | 09/2020 |
| Benetrends Financial | Lansdale | PA | 09/2020 | 11/2021 |
| Moss Adams | Norristown | PA | 12/2021 | 12/2024 |
| Lincoln Investment | Fort Washington | PA | 09/2025 | Present |
| Lincoln Investment | Fort Washington | PA | 01/2026 | Present |
Name: Marshall's Market Inc; Investment Related: No; Address: 58 N. Highland Ave, Norristown, PA 19403; Nature: Food Service; Title: Owner/Sole Proprietor; Start Date: 05/05/2017; .25; 0; Duties: Record keeping; N2H Wealth Management Position: Salaried Financial Professional Nature: Financial Services Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 1/5/2026 Address: 5 Walnut Grove Drive Ste 240 Horsham, Pa 19044 Description: Junior Financial Professional (through Lincoln) on Absolute Assignment, manage client contacts and build out their book of business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-20 |
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