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1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-27 |
Branch Locations
1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brinker Capital Securities, Inc. | Berwyn | PA | 02/1995 | 12/2017 |
| Spouting Rock Capital Advisors, Llc | Bryn Mawr | PA | 08/2018 | 05/2021 |
| Crystal View Partners | Wayne | PA | 01/2018 | 08/2018 |
| Ategenos Capital, Llc | Berwyn | PA | 05/2021 | Present |
Shareholder/Board Member, Spouting Rock Asset Management, an asset manager whose business is investment related. Started 8/2018. No time devoted to Spouting Rock Asset Management during trading hours. Occasionally participates in meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1981-08-18 |
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