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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-02 |
Branch Locations
161 Washington St Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Finanical Advisor Corporation | Philadelphia | PA | 09/2023 | 03/2025 |
| Brown Advisory | Wilmington | DE | 09/2018 | 11/2021 |
| Glenmede | Philadedlphia | PA | 11/2013 | 08/2018 |
| Lincoln Financial Securities Corporation | Philadelphia | PA | 09/2023 | 02/2025 |
| Lincoln Financial | Radnor (Remote Employee Based In Delaware) | PA | 07/2023 | 09/2023 |
| Unemployed | Smyrna | DE | 11/2021 | 07/2023 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | 03/2025 |
| Fidelity Investments | Greenville | DE | 07/2025 | 01/2026 |
| Unemployed | Smyrna | DE | 04/2025 | 07/2025 |
| Hornor, Townsend, & Kent, Llc | Wilmington | DE | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-29 |
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