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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-21 |
Branch Locations
300 Conshohocken State Rd, Conshohocken, PA 19428 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Distribution Co | Oaks | PA | 07/2012 | 11/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Conshohocken | PA | 09/2024 | Present |
| Hamilton Lane | Conshohocken | PA | 11/2023 | 08/2024 |
I*: 2008269 Name: Phoenixville Community Education Foundation Investment-related: No Address: Phoenixville, PA Nature of the other business: Education Foundation 501C3 Your position: Board Member Title, or relationship with the other business: Director Start date of your relationship: March 1, 2015 Approximate number of hours/month you devote to the other business: 3 hours monthly Number of hours you devote to the other business during securities trading hours 0 Duties relating to the other business: Attend Board and Finance Committee Meetings. Vote on grants. Attend events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-14 |
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