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20 Ash Street Suite 330, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-12-06 |
| PA | RA | APPROVED | 2023-12-05 |
Branch Locations
20 Ash Street Suite 330, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Philadelphia | PA | 08/2021 | 10/2023 |
| Jpmorgan Securities Llc | Philadelphia | PA | 08/2021 | 10/2023 |
| Jpmorgan Chase Bank Na | New York | NY | 10/2016 | 08/2021 |
| Ernst & Young | New York | NY | 09/2014 | 10/2016 |
| Nest Investments Bd Llc | Conshohocken | PA | 11/2023 | Present |
| Addison Capital Llc | Conshohocken | PA | 11/2023 | Present |
the name of the other business: Addison Capital whether the business is investment-related: Yes the address of the other business: 20 Ash Street, Suite 330, Conshohocken, PA 19428 the nature of the other business: investment advisory your position: Director & Wealth Advisor title, or relationship with the other business: Wealth Advisor the start date of your relationship: 11/3/2023 the approximate number of hours/month you devote to the other business: 152 the number of hours you devote to the other business during securities trading hours: 152
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
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