Inactive

Loren L Mcdougall

Birch Creek Capital, LLC

Claim This Profile

Current Employers

Birch Creek Capital, Llc

308 E Lancaster Ave Ste 300, Wynnewood, PA 19096 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-03-20
TX	RA	APPROVED	2026-03-20

PA RA
APPROVED

Since 2026-03-20
TX RA
APPROVED

Since 2026-03-20

Branch Locations

308 E Lancaster Ave Ste 300, Wynnewood, PA 19096 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wasmer Schroeder, Llc	Naples	FL	08/2009	06/2020
Charles Schwab Asset Management	Naples	FL	07/2020	07/2021
Pacific Investment Management Company	Newport Beach	CA	08/2021	01/2024
Northern Trust Asset Management	Chicago	IL	02/2024	10/2025
Birch Creek Capital, Llc	Wynnewood	PA	11/2025	Present

08/2009 → 06/2020

Wasmer Schroeder, Llc

Naples, FL
07/2020 → 07/2021

Charles Schwab Asset Management

Naples, FL
08/2021 → 01/2024

Pacific Investment Management Company

Newport Beach, CA
02/2024 → 10/2025

Northern Trust Asset Management

Chicago, IL
11/2025 → Present

Birch Creek Capital, Llc

Wynnewood, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-19

S65 Uniform Investment Adviser Law Examination

2026-03-19

View on SEC IAPD

Other Firms

CONSERVEST CAPITAL ADVISORS INC

INDEPENDENCE ASSET ADVISORS, LLC

MAINLINE INVESTMENT ADVISERS, LLC

MERION REALTY ADVISERS, LLC

CW ADVISORS, LLC

AI ADVISOR, INC.

STRAFFORD CAPITAL MANAGEMENT, LLC

Other Investors

CHRISTINA FRANCESCA COPELAND

DAVID JON LORINE

WILLIAM MACLAY HALL

BRUCE EUGENE KARDON

KRISTIN SINDONI

BRENDAN MOLESKI

Avery Elizabeth Cotter

Other Offices

CONSERVEST CAPITAL ADVISORS INC · WYNNEWOOD, PA

INDEPENDENCE ASSET ADVISORS, LLC · WYNNEWOOD, PA

MAINLINE INVESTMENT ADVISERS, LLC · WYNNEWOOD, PA

MERION REALTY ADVISERS, LLC · WYNNEWOOD, PA

CW ADVISORS, LLC · WYNNEWOOD, PA

EDWARD JONES · Wynnewood, PA

CW ADVISORS, LLC · WYNNEWOOD, PA

INDEPENDENCE ASSET ADVISORS, LLC · Wynnewood, PA

More in Wynnewood, PA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor