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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-05 |
| PA | RA | APPROVED | 2022-06-09 |
Branch Locations
161 Washington St Suite 1111, Conshohocken, PA 19428 • United States
Massillon, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Sugarcreek | OH | 03/2016 | 10/2016 |
| U.S. Bank | Sugarcreek | OH | 03/2016 | 10/2016 |
| Wells Fargo Advisors Llc | Akron | OH | 10/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Akron | OH | 11/2016 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 07/2020 | 05/2021 |
| Bank Of America, N.A. | Cleveland | OH | 08/2020 | 05/2021 |
| Key Investment Services Llc | Brooklyn | OH | 05/2021 | 06/2022 |
| Hornor, Townsend & Kent | Horsham | PA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-13 |
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