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300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-09-15 |
| PA | RA | APPROVED | 2021-07-23 |
Branch Locations
300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
6720 North Scottsdale Road Suite 150, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Scottsdale | AZ | 05/2012 | 06/2021 |
| Hirtle, Callaghan & Co., Llc | West Conshohocken | PA | 06/2021 | Present |
1) BKPARK, LLC. Non-investment related. Address-1301 W. Palm Lane, Phoenix, AZ 85007. Owner. Spend 1 hour or less per month on the weekends only. Start date 7/2017. Side hobby purchasing small hobby items for resale on the internet, ie. eBay and Amazon. 2) Owner of 1 rental property. Rental property address-4465 E. Paradise Village Pkwy S, #1133, Phoenix, AZ 85032. Start date 5/2014. I outsource the management of this property to a property management company. No time spent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-08 |
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