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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-19 |
| PA | RA | APPROVED | 2024-11-07 |
| TX | RA | APPROVED | 2024-11-07 |
Branch Locations
100 West Lancaster Ave. Suite 105, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gyl Financial Synergies | Wayne | PA | 04/2023 | 11/2024 |
| Hotaling Investment Management | Wayne | PA | 11/2019 | 03/2023 |
| Target | Exton | PA | 04/2019 | 10/2019 |
| Target | Exton | PA | 04/2018 | 04/2019 |
| Target | Exton | PA | 10/2017 | 04/2019 |
| Hamilton College | Clinton | NY | 08/2017 | 08/2022 |
| Unemployment Period | N/A | PA | 05/2017 | 10/2017 |
| Hamilton College | Clinton | NY | 08/2013 | 05/2017 |
| The Colony Group, Llc | Boston | MA | 11/2024 | 01/2025 |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2025 | 01/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
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