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New Castle, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-09 |
Branch Locations
Doylestown, PA • United States
New Castle, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbus Macro, Llc | Neshannock | PA | 02/2023 | Present |
| Boenning & Scattergood | W Conshohocken | PA | 07/2000 | 01/2023 |
Board of Directors Member: JAG Fund since Jan 2017; devotes approximately 2 hours per quarter. Real Estate Investment: AMHERST 1838 Group, LLC, 233 Amherst Drive, Doylestown, PA 18901; serving as an investor in a real estate LLC; commencing February 2018; Approximate 2 hours per quarter spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-29 |
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