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Advisor at TOWER BRIDGE ADVISORS
WEST CONSHOHOCKEN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TOWER BRIDGE ADVISORS | Independent wealth | Jul 30, 2024 | n/a | yes | WEST CONSHOHOCKEN, PA | Current employment |
| STERLING CAPITAL MANAGEMENT LLC | Other adviser | Aug 14, 2015 | May 31, 2024 | no | KING OF PRUSSIA, PA | Previous registration |
| STRATTON MANAGEMENT COMPANY | Former SEC adviser | Mar 4, 2013 | Aug 3, 2015 | no | KING OF PRUSSIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STERLING CAPITAL MANAGEMENT LLC | TOWER BRIDGE ADVISORS | May 31, 2024 | Jul 30, 2024 | 60 | Firm change | Other |
| STRATTON MANAGEMENT COMPANY | STERLING CAPITAL MANAGEMENT LLC | Aug 3, 2015 | Aug 14, 2015 | 11 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104965:135405:PA:2015-08-03 | Aug 3, 2015 | Aug 14, 2015 | KING OF PRUSSIA, PA | Firm change |