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Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2001-06-08 |
Branch Locations
Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cooke & Bieler, L.P. | Philadelphia | PA | 06/2001 | Present |
INGLIS, 2600 BELMONT AVENUE, PHILADELPHIA, PA 19131. INGLIS IS THE PARENT COMPANY OF SEVERAL ENTITIES THAT PROVIDE PROGRAMS AND SERVICES DESIGNED TO ENABLE PEOPLE WITH PHYSICAL DISABILITIES TO ENJOY LIFE WITH THE GREATEST AMOUNT OF INDEPENDENCE AND MOBILITY. I HAVE SERVED AS A MEMBER OF THE INVESTMENT COMMITTEE SINCE 2011. THE INVESTMENT COMMITTEE IS RESPONSIBLE FOR SELECTING MANAGERS AND CHOOSING THE ASSET ALLOCATION. I SPEND ABOUT 2-3 HOURS PER MONTH SERVING IN THIS FUNCTION AND ABOUT 1/2 OF THAT TIME IS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 1989-10-05 |
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