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326 Admiral Way Suite 200, Edmonds, WA 98020-7261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-07 |
| WA | RA | APPROVED | 2024-06-07 |
Branch Locations
Conshohocken, PA • United States
326 Admiral Way Suite 200, Edmonds, WA 98020-7261 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartford Invesment Financial Services Company, Inc | Simsbury | CT | 07/2012 | 09/2016 |
| Schroder Investment Management North America, Inc | New York | NY | 09/2016 | 01/2018 |
| Cornerstone Family Office | Bryn Mawr | PA | 02/2018 | 07/2021 |
| Dakota Funds Group | Bryn Mawr | PA | 07/2021 | 06/2023 |
| Zevenbergen Capital Investments Llc | Conshohocken | PA | 06/2023 | Present |
| Quasar Distributors, Llc | Conshohocken | PA | 05/2025 | Present |
1). Zevenbergen Capital Investments LLC; Investment Related; Conshohocken, PA; Support Investment Products; Client Portfolio Manager; Supporting asset growth and retention across the various ZCI vehicles; Start: 6/30/2023; 160 Hours Per Month and 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-30 |
| S66 | Uniform Combined State Law Examination | 2017-06-10 |
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