Best Investors Account Sign in
Inactive

James Mccall Tatlow

Barton Investment Management, LLC

W. Conshohocken, PA

Claim This Profile
Current Employers
Barton Investment Management, Llc

One Tower Bridge 100 Front Street, Suite 980, W. Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-03-05
  • PA RA
    APPROVED
    Since 2020-03-05

Branch Locations

One Tower Bridge 100 Front Street, Suite 980, W. Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Nicolaus Conshohocken PA 05/2008 02/2020
Barton Investment Management, Llc W. Conshohocken PA 02/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-10-12
S63 Uniform Securities Agent State Law Examination 1985-04-04
  • S65 Uniform Investment Adviser Law Examination
    1992-10-12
  • S63 Uniform Securities Agent State Law Examination
    1985-04-04
Other Names
  • Tatlow

View on SEC IAPD

Other Firms

VERDIS INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC
MATTERHORN CAPITAL ADVISORS, LLC
GKFO, LLC
MEREO CAPITAL PARTNERS, LLC
MORGAN STANLEY AIP GP LP
AVONWOOD CAPITAL MANAGEMENT LLC
PERMIT CAPITAL, LLC

Other Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES
CHRISTOPHER CHARLES GECZY
Charles Herman
ANDREW J GIANNONE
Patrick Andrew Tucci
DAVID ELLIOTT ADLER

Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA
PERMIT CAPITAL, LLC · WEST CONSHOHOCKEN, PA

More in W. Conshohocken, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor