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1117 Old York Road, Abington, PA 19001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hotaling Investment Management, Llc | Wayne | PA | 04/2021 | 04/2023 |
| Gyl Financial Synergies, Llc | West Hartford | CT | 04/2023 | 11/2024 |
| Brinker Capital | Berwyn | PA | 03/2016 | 03/2019 |
| Delaware Life Insurance Co. | Waltham | MA | 03/2019 | 04/2021 |
| The Colony Group, Llc | Boston | MA | 11/2024 | 09/2025 |
| Costello Asset Management Inc | Feasterville | PA | 09/2025 | 12/2025 |
| Gibraltar Wealth Management, Llc | Abington | PA | 08/2026 | Present |
| Unemployed | Berwyn | PA | 12/2025 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-15 |
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