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300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-19 |
Branch Locations
300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Philadelphia | PA | 12/2014 | 03/2020 |
| Jpmorgan Chase Bank Na | Philadelphia | PA | 11/2014 | 03/2020 |
| Rockefeller Financial Llc | Conshohocken | PA | 03/2020 | 01/2025 |
| Rock & Co Llc | Conshohocken | PA | 03/2020 | 01/2025 |
| Unemployed | Villanova | PA | 02/2025 | 02/2025 |
| Hirtle & Co., Llc | West Conshohocken | PA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-18 |
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