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26 South Church Street Suite 1A, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
26 South Church Street Suite 1A, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Asset Management, Inc. | Boulder | CO | 02/2024 | 06/2024 |
| Diversified Asset Management, Inc. | Boulder | CO | 08/2023 | 02/2024 |
| Nbx Narragansett Bikes | Providence | RI | 06/2016 | 03/2020 |
| Wheelie Works Bike | Providence | RI | 03/2020 | 01/2022 |
| Full-Time Education | Boulder | CO | 08/2021 | 06/2022 |
| Prologis | Denver | CO | 06/2022 | 08/2022 |
| Leeds School Of Business At The University Of Colorado, Boulder | Boulder | CO | 08/2022 | 05/2023 |
| Vero Networks | Boulder | CO | 01/2023 | 05/2023 |
| Unemployed | Boulder | CO | 05/2023 | 08/2023 |
| Leeds School Of Business At The University Of Colorado, Boulder | Boulder | CO | 08/2018 | 05/2022 |
| Full-Time Education | Boulder | CO | 08/2019 | 05/2020 |
| Full-Time Education | Boulder | CO | 08/2020 | 05/2021 |
| Admiral Packaging, Inc. | Providence | RI | 06/2016 | 08/2018 |
| Full-Time Education | Providence | RI | 08/2016 | 06/2017 |
| Full-Time Education | Providence | RI | 08/2017 | 06/2018 |
| Nonprofit | Boulder | CO | 07/2024 | 04/2025 |
| Wedmont Private Capital, Llc | West Chester | PA | 04/2025 | Present |
| Wedmont Private Capital, Llc | West Chester | PA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-07 |
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