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Current Employers
Hirtle & Co., Llc

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-09-03
PA RA APPROVED 2021-06-24
  • AZ RA
    APPROVED
    Since 2021-09-03
  • PA RA
    APPROVED
    Since 2021-06-24

Branch Locations

6720 North Scottsdale Road Suite 150, Scottsdale, AZ 85253 • United States

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • 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
Wells Fargo Scottsdale AZ 01/2001 06/2021
Hirtle, Callaghan & Co., Llc West Conshohocken PA 06/2021 Present
  • 01/2001 → 06/2021
    Wells Fargo
    Scottsdale, AZ
  • 06/2021 → Present
    Hirtle, Callaghan & Co., Llc
    West Conshohocken, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-01-19
  • S63 Uniform Securities Agent State Law Examination
    2000-01-19

View on SEC IAPD

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