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Current Employers
Pitcairn

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-18
  • PA RA
    APPROVED
    Since 2025-02-18

Branch Locations

Philadelphia, PA • United States

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • 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
OrganizationCityStateFromTo
University Of Delaware Newark DE 08/2015 06/2019
Heirloom Lewes DE 02/2016 08/2017
The Lighthouse Dewey Beach DE 06/2017 07/2017
Taverna Newark DE 08/2017 05/2019
High 5 Hospitality Rehoboth Beach DE 05/2018 08/2018
Fireside Partners Inc. Dover DE 05/2018 08/2018
Heirloom Lewes DE 07/2019 11/2019
Digital Intelligence Systems, Llc Newark DE 11/2019 07/2020
Paradise Plumbing, Inc. Georgetown DE 07/2020 11/2020
Delaware Trust Company Wilmington DE 11/2020 12/2020
Affinity Wealth Management Llc Wilmington DE 01/2021 05/2022
Pitcairn Trust Company Conshohocken PA 05/2022 12/2025
Pitcairn Wealth Advisors Philadelphia PA 02/2025 Present
  • 08/2015 → 06/2019
    University Of Delaware
    Newark, DE
  • 02/2016 → 08/2017
    Heirloom
    Lewes, DE
  • 06/2017 → 07/2017
    The Lighthouse
    Dewey Beach, DE
  • 08/2017 → 05/2019
    Taverna
    Newark, DE
  • 05/2018 → 08/2018
    High 5 Hospitality
    Rehoboth Beach, DE
  • 05/2018 → 08/2018
    Fireside Partners Inc.
    Dover, DE
  • 07/2019 → 11/2019
    Heirloom
    Lewes, DE
  • 11/2019 → 07/2020
    Digital Intelligence Systems, Llc
    Newark, DE
  • 07/2020 → 11/2020
    Paradise Plumbing, Inc.
    Georgetown, DE
  • 11/2020 → 12/2020
    Delaware Trust Company
    Wilmington, DE
  • 01/2021 → 05/2022
    Affinity Wealth Management Llc
    Wilmington, DE
  • 05/2022 → 12/2025
    Pitcairn Trust Company
    Conshohocken, PA
  • 02/2025 → Present
    Pitcairn Wealth Advisors
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-28
  • S65 Uniform Investment Adviser Law Examination
    2025-01-28

View on SEC IAPD

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