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One Tower Bridge 100 Front Street, Suite 980, W. Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-01-24 |
| CT | RA | APPROVED | 2018-01-10 |
Branch Locations
One Tower Bridge 100 Front Street, Suite 980, W. Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybanc Capital Markets Inc. | Stamford | CT | 04/2015 | 02/2017 |
| Barton Investment Management, Llc | West Conshohocken | PA | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-05 |
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