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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-01-14 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
35568 Airport Road, Rehoboth Beach, DE 19971 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeanine O'DOnnell State Farm | Lewes | DE | 05/2023 | 12/2024 |
| Hg Pt Solutions | Milton | DE | 01/2022 | 05/2023 |
| Elite Physical Therapy | Rehoboth Beach | DE | 05/2011 | 12/2021 |
| Bryn Mawr Trust Advisors, Llc | Rehoboth Beach | DE | 01/2025 | Present |
Fixed insurance sales which are conducted less than 5%-10% of time spent during business hours. HG PT Solutions LLC, not investment related, no business hours This business is not investment-related 29118 Finch Ln. Milton, DE 19968 LLC formed in 2022 when I began work as an independent contractor physical therapist Owner/Sole Proprietor as of 01/01/2022 I no longer devote time to this business, but the LLC is still currently in effect.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-11 |
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