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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-30 |
Branch Locations
77 W. Court St, Doylestown, PA 18901 • United States
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Atlantic Distributors, Llc | Berwyn | PA | 01/2013 | 08/2023 |
| Global Atlantic Financial Company | Berwyn | PA | 01/2014 | 08/2023 |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | 11/2023 |
| Commonwealth Financial Network | Waltham | MA | 11/2023 | 08/2025 |
| Bryn Mawr Trust Advisors, Llc | Philadelphia | PA | 08/2025 | Present |
1. Fixed insurance sales which are conducted less than 5%-10% of time spent during business hours. 2. Driver, Uber; Located in Malvern, PA, as of 10/25/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Write and Sell Children's books that I write - sold online (currently only Amazon and only one book written) Not conducted during business hours or at a branch. Material is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-05 |
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