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Current Employers
Northstar Financial Companies, Inc.

1201 E. Hector St, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-17
  • PA RA
    APPROVED
    Since 2026-03-17

Branch Locations

Saint Paul, MN • United States

1201 E. Hector St, 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
Crabtree Asset Management Saint Paul MN 03/2009 02/2026
Sparrow Capital Management Inc St. Louis MO 02/2015 01/2018
Northstar Financial Companies, Inc. Conshohocken PA 02/2026 Present
  • 03/2009 → 02/2026
    Crabtree Asset Management
    Saint Paul, MN
  • 02/2015 → 01/2018
    Sparrow Capital Management Inc
    St. Louis, MO
  • 02/2026 → Present
    Conshohocken, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-01
S63 Uniform Securities Agent State Law Examination 1993-06-17
  • S65 Uniform Investment Adviser Law Examination
    2006-12-01
  • S63 Uniform Securities Agent State Law Examination
    1993-06-17

View on SEC IAPD

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