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1820 Lancaster St, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2005-04-08 |
Branch Locations
600 Germantown Pike Suite 400, Plymouth Meeting, PA 19462 • United States
1820 Lancaster St, Baltimore, MD 21231 • United States
5 disclosure categories 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 |
|---|---|---|---|---|
| Mutual Of New York | Warrington | PA | 04/1981 | Present |
| North American Life Assurance Co | Phila | PA | 05/1982 | Present |
| Lombard Securities Incorporated | Plymouth Meeting | PA | 12/1999 | Present |
| Lombard Advisers Incorporated | Plymouth Meeting | PA | 02/2000 | Present |
1. Thomas Walls & Associates (used for Tax Purposes) 2. Passive rental income from apartment unit. Airbnb short term rental. Began in October 2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-09 |
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