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2929 Arch Street Suite 1700, Philadelphia, PA 19104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2017-11-17 |
| PA | RA | APPROVED | 2017-10-03 |
Branch Locations
2929 Arch Street Suite 1700, Philadelphia, PA 19104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ricoh | Philadelphia | PA | 01/2008 | 05/2017 |
| Vistar Media | Philadelphia | PA | 05/2017 | Present |
| Wissahickon Wealth Management Llc | Philadelphia | PA | 09/2017 | Present |
Vistar Media - Software Company - 1420 Walnut St. Suite 924, Philadelphia, PA 19102 - Not investment related. Office Manager - handles administrative tasks and event logistics. Spends about 10 hrs/week in this capacity with the majority spent during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-28 |
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