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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 | 2020-03-18 |
Branch Locations
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
90 S. Newtown Street Rd. Suite 5, Newtown Square, PA 19073 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-18 |
Branch Locations
90 S. Newtown Street Road Suite 5, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 02/2020 | Present |
| The Pennsylvania State University | State College | PA | 08/2015 | 05/2019 |
| Azie Media | Media | PA | 08/2014 | 06/2019 |
| Star One Events | State College | PA | 02/2019 | 04/2019 |
| The Pennsylvania State University | State College | PA | 01/2019 | 03/2019 |
| Jpmorgan Chase & Co. | Newark | DE | 06/2018 | 08/2019 |
| Jpmorgan Chase & Co. | Newark | DE | 05/2017 | 08/2017 |
| Jpmorgan Chase & Co. | Newark | DE | 07/2019 | 01/2020 |
| Capital Analysts | Fort Washington | PA | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-16 |
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