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925 W. Lancaster Avenue Suite 220, Bryn Mawr, PA 19010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-02-12 |
Branch Locations
925 W. Lancaster Avenue Suite 220, Bryn Mawr, PA 19010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grandfund Investment Group, Llc | Alameda | CA | 06/2012 | Present |
| Marmont Partners, Llc | Haverford | PA | 08/2017 | Present |
| Vigilant Distributors Llc | Chadds Ford | PA | 08/2018 | Present |
Dakotalive, investment related, Bryn Mawr Village, Bryn Mawr, PA, growth platform for active investment managers, owner, 10/01/17, less than 20 hours/month, less than 2 hours/per trading hours, director of content. Dakota Insights, investment related, Bryn Mawr Village, Bryn Mawr, educational conference series, owner, 01/01/2018, less than one hour per trading day.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-11 |
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