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300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-18 |
Branch Locations
300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Philadelphia | PA | 06/2023 | 02/2025 |
| Wake Forest University | Winston Salem | NC | 08/2019 | 05/2023 |
| Boyar's Market | Ocean City | NJ | 06/2019 | 05/2021 |
| Goldman Sachs | Philadelphia | PA | 06/2022 | 08/2022 |
| Chubb | Wilmington | DE | 06/2021 | 08/2021 |
| Academy Of Notre Dame De Namur | Villanova | PA | 09/2015 | 06/2019 |
| West Chester University Off Campus Housing | West Chester | PA | 07/2021 | 09/2021 |
| Katie G's Sweet Spot | Ocean City | NJ | 06/2017 | 08/2018 |
| Hirtle, Callaghan & Co., Llc | West Conshohocken | PA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-20 |
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