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300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-28 |
Branch Locations
300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilshire Associates Incorporated | Pittsburgh | PA | 06/2012 | 08/2020 |
| Foreside Fund Services, Llc | Pittsburgh | PA | 12/2018 | 08/2020 |
| Hirtle, Callaghan & Co., Llc | West Conshohocken | PA | 04/2021 | Present |
| Unemployed | Cochranville | PA | 09/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-01 |
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