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Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-28 |
Branch Locations
Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pitcairn Trust Company | Conshohocken | PA | 02/2014 | 12/2025 |
| Pitcairn Wealth Advisors Llc | Conshohocken | PA | 08/2025 | Present |
Cabot-Wellington, LLC - Chairman since 02/2018 with Governance of the Board of Directors for 10 hours monthly with 5 hours during trading hours. Interchange Capital Partners - Independent Director since 01/2025 with Governance of the Board for 4 hours a month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-15 |
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