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Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-18 |
Branch Locations
Philadelphia, PA • United States
Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-28 |
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