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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 | 2024-06-20 |
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 |
|---|---|---|---|---|
| Wcm Global Wealth, Llc | Greenville | SC | 03/2022 | 05/2024 |
| Bny Mellon | Philadelphia | PA | 09/2018 | 03/2022 |
| Chartwell Investment Partners | Berwyn | PA | 11/1998 | 02/2018 |
| Unemployed | Philadelphia | PA | 02/2018 | 09/2018 |
| Barton Investment Management, Llc | West Conshohocken | PA | 06/2024 | Present |
Name of business: Moreland Cattle Company The business is not investment-related. Address of business: 501 W. Moreland Ave., Philadelphia, PA, 19118 Nature of business: Cattle ownership and beef sales Position and Title: Founder/owner Start of business relationship: September 2001 Approximate hours per month devoted to business: 1-2 hours Number of hours devoted to other business during securities trading hours: zero Duties related to other business: owner of company Name of business: EIC Solutions The business is not investment-related. Address of business: 700 Veterans Way #200, Warminster, PA 18974 Nature of business: Thermoelectric Air Conditioner Design and Manufacturing Position and Title: Director Start of business relationship: March 2001 Approximate hours per month devoted to business: 5 hours Number of hours devoted to other business during securities trading hours: zero Duties related to other business: No operating duties
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