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2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-12 |
Branch Locations
2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carnegie Investment Counsel | Philadlephia | PA | 10/2015 | 07/2024 |
| Philadelphia Partners Capital Management | Philadelphia | PA | 02/2026 | Present |
| Unemployed | Philadelphia | PA | 08/2024 | 01/2026 |
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