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300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-09 |
Branch Locations
300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hecht Tennis Center | Philadelphia | PA | 06/2018 | 08/2022 |
| Legacy Youth Tennis & Education | Philadelphia | PA | 06/2021 | 08/2021 |
| Bryn Mawr Trust Advisors | Philadelphia | PA | 06/2023 | 08/2023 |
| Bryn Mawr Trust Advisors | Princeton | NJ | 01/2024 | 05/2024 |
| Bryn Mawr Trust Advisors | Philadelphia | PA | 06/2024 | 11/2025 |
| School District Of Philadelphia | Philadelphia | PA | 02/2015 | 06/2020 |
| The College Of New Jersey | Ewing | NJ | 08/2020 | 05/2024 |
| Hirtle, Callaghan & Co., Llc | West Conshohocken | PA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-11 |
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