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301 East Germantown Pike Ste 201, East Norriton, PA 19401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-06 |
Branch Locations
301 East Germantown Pike Ste 201, East Norriton, PA 19401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meridian Bank | Malvern | PA | 04/2024 | Present |
| Meridian Wealth Partners | Exton | PA | 04/2025 | Present |
| Fulton Financial Corporation | Lancaster | PA | 12/2014 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-28 |
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