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One Freedom Valley Drive, Oaks, PA 19456 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors Inc. | Santa Monica | CA | 10/2004 | 04/2018 |
| Blackrock | New York | NY | 05/2018 | 08/2024 |
| Blackrock Investments, Llc | New York | NY | 05/2018 | 08/2024 |
| Sei Investments | Oaks | PA | 09/2024 | Present |
FinServ Foundation (Omaha, NE); Advisory Board Member; Non-investment related; FinServ Foundation is a foundation established to provide coaching and assistance to a diverse set of seniors in college before entering the industry; Role: Provide insight about activities of the Foundation that would be helpful to the participants entering the Financial Services business; Start Date: 4/01/2021; Less than 3 advisory board meetings a year lasting 1-2 hours each.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-22 |
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