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Joseph Whelan

Pitcairn

Conshohocken, PA

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Current Employers
Pitcairn

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-06-25
  • PA RA
    APPROVED
    Since 2025-06-25

Branch Locations

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abc 33/40 Tv Birmingham AL 11/2014 11/2017
Unemployed Birmingham AL 12/2017 11/2018
University Of Delaware Newark DE 12/2018 02/2020
University Of Delaware Newark DE 02/2020 02/2022
Pitcairn Trust Company Jenkintown PA 03/2022 03/2025
Pitcairn Trust Company Conshohocken PA 03/2025 02/2026
Pitcairn Wealth Advisors Llc Conshohocken PA 03/2026 Present
  • 11/2014 → 11/2017
    Abc 33/40 Tv
    Birmingham, AL
  • 12/2017 → 11/2018
    Unemployed
    Birmingham, AL
  • 12/2018 → 02/2020
    University Of Delaware
    Newark, DE
  • 02/2020 → 02/2022
    University Of Delaware
    Newark, DE
  • 03/2022 → 03/2025
    Pitcairn Trust Company
    Jenkintown, PA
  • 03/2025 → 02/2026
    Pitcairn Trust Company
    Conshohocken, PA
  • 03/2026 → Present
    Pitcairn Wealth Advisors Llc
    Conshohocken, PA
Designations
Other Names
  • Joe Whelan

View on SEC IAPD

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JOSEPH FRANCIS HORNIG
GREGORY BOSTON
STEVEN FLEISHER

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

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