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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| NJ | RA | APPROVED | 2020-06-15 |
| PA | RA | APPROVED | 2020-06-10 |
Branch Locations
Six Tower Bridge, 181 Washington Street Suite 500, Conshohocken, PA 19428-2000 • United States
Newtown Square, PA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Marlton | NJ | 02/2009 | 06/2020 |
| Rbc Capital Markets, Llc | Conshohocken | PA | 06/2020 | Present |
| City National Bank | Conshohocken | PA | 07/2020 | Present |
1) Name: Marathon Partners Address: 6000 Sagemore Drive Suite 6201 Marlton, NJ 08053 Business Description: LLC to share team business expenses Business is not investment related Projected Start Date: 11/14/01 Capacity: Owner - Passive Duties Performed: advise and consent Devoted to this OBA per Month: 0.15 Hours Devoted to this OBA during business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-20 |
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