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20 Ash Street Suite 300, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-07 |
| NJ | RA | APPROVED | 2018-01-11 |
| PA | RA | APPROVED | 2017-04-25 |
Branch Locations
20 Ash Street Suite 300, Conshohocken, PA 19428 • United States
20 Ash Street Suite 330, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-07 |
| NJ | RA | APPROVED | 2018-01-11 |
| CA | RA | APPROVED | 2018-01-10 |
| NH | RA | APPROVED | 2018-01-10 |
| PA | RA | APPROVED | 2016-02-23 |
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 |
|---|---|---|---|---|
| Addison Capital | Philadelphia | PA | 01/2009 | Present |
| Nest Investments Llc | Philadelphia | PA | 12/2016 | Present |
| Nest Investments Bd Llc | Philadelphia | PA | 03/2018 | Present |
I am the president of two registered investment advisory firms as listed in the employment section. I am the CCO of Nest Investments BD LLC and the parent company, Nest Egg. I am the Managing Partner of Numismatic LLC, which started on 3/18/2021. I will be spending approx. 16 hours a month on this activity and will receive compensation for my services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-29 |
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