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488 Norristown Road Suite 142, Blue Bell, PA 19422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-18 |
| TX | RA | APPROVED | 2024-02-18 |
Branch Locations
488 Norristown Road Suite 142, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glenmede Trust Company | Philadelphia | PA | 04/2013 | 05/2018 |
| Northstar Asset Management, Llc | Blue Bell | PA | 05/2018 | 02/2024 |
| Northstar Asset Management Company, Llc | Blue Bell | PA | 02/2024 | Present |
Effective January 1, 2024, Mr. Carson serves as Independent Director the Federated Hermes Premier Municipal Income Board, a diversified closed-end management investment company. The other business location is 1001 Liberty Ave #2100, Pittsburgh, PA 15222. The approximate number of hours/month devoted to this other business is 6 hours. Of this monthly time devoted, approximately 1 hour is devoted to the other business during securities trading hours. Duties include mutual fund oversight.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-10 |
| S66 | Uniform Combined State Law Examination | 2002-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-14 |
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