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3817 West Chester Pike, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-04-06 |
Branch Locations
3817 West Chester Pike, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quasar Distributors, Llc | Morristown | NJ | 05/2026 | Present |
| Logan Capital Management | Morristown | NJ | 01/2016 | Present |
| Unemployed | Morristown | NJ | 09/2015 | 12/2016 |
| Quasar Distributors, Llc | Milwaukee | WI | 12/2016 | 08/2021 |
1) Logan Capital Management, Inc.; Investment Related; Asset Management; Morristown, NJ; 01/2016; Managing Director; Head of National sales and relationship management of non-affiliated financial advisors; 160 Hrs./Mo. 2) Rental; Not Investment Related; Renting Beach house; Hampton Bays, NY; 02/2019; Rental; client using the house; 0 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 2007-06-12 |
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