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3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-22 |
| PA | RA | APPROVED | 2020-08-24 |
Branch Locations
3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Philadelphia | PA | 10/2007 | 02/2018 |
| Stone Investment Partners, Llc | Wayne | PA | 02/2018 | 09/2018 |
| Avalon Advisors, Llc | Houston | TX | 09/2018 | 05/2020 |
| Almanack Investment Partners, Llc | Wayne | PA | 07/2020 | Present |
| The Glenview Trust Company | Louisville | KY | 01/2021 | Present |
The Glenview Trust Company. 5900 US Highway 42, Louisville, KY 401241. 502-212-7800. Start Date: 01/2021. Nature of Business: Wealth Management. Investment Related? Yes. Title/Duties: Chief Investment Officer. # of Hours per Month: 45+. # of Hours per Month During Trading Hours: 40+. Financial Interest? No. Compensated: Salary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-06 |
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