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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2025-01-09 |
Branch Locations
161 Washington St Suite 1111, Conshohocken, PA 19428 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 08/2015 | 11/2016 |
| Unemployed | Austin | TX | 12/2016 | 06/2017 |
| Ameritas Investment Corp | Lincoln | NE | 06/2017 | 11/2024 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 12/2024 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-06 |
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