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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-10-08 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
300 Bellevue Parkway Suite 300, Wilmington, DE 19809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merger Partners Incorporated | Dallas | TX | 06/2023 | 08/2023 |
| Wsfs Bank | Wilmington | DE | 06/2024 | 05/2025 |
| La Salle University | Philadelphia | PA | 08/2020 | 12/2024 |
| Bryn Mawr Capital Management | Wilmington | DE | 06/2025 | Present |
| Unemployed | Wilmington | DE | 06/2015 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
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