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233 Carondelet St., New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-13 |
Branch Locations
233 Carondelet St., New Orleans, LA 70130 • United States
525 West Chester Pike Suite 312, Havertown, PA 19083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Insight Advisory Group, Llc Dba Insight Total Stewardship | Havertown | PA | 01/2026 | 07/2026 |
| The Insight Advisory Group, Llc Dba Insight Total Stewardship | Havertown | PA | 06/2025 | 01/2026 |
| The Insight Insurance Group | Havertown | PA | 10/2025 | Present |
| Educational Testing Service | Princeton | NJ | 10/2013 | 12/2024 |
| Unemployed | Philadelphia | PA | 01/2025 | 08/2025 |
| Jecohen & Co., Llc | New Orleans | LA | 08/2025 | Present |
| Jecohen & Co., Llc | Havertown | PA | 04/2026 | Present |
The Insight Insurance Group; Inv Rel; Havertown, PA; ins sales and services; Ins Agent; start 10/2025; 10% of time spent in this practice. I am a part-time field hockey umpire and may also be doing contract work reviewing test questions for Educational Testing Service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-09 |
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