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Collegeville, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vavra Capital Management, Llc | Collegeville | PA | 07/2009 | Present |
| Bny Mellon | Greater Philadelphia | PA | 07/2010 | 09/2024 |
| State Street Corporation | Berwyn | PA | 03/2026 | Present |
Start Date March 2026; Relationship Executive; 801 Cassatt Rd, Berwyn PA 19312; not investment related; responsible for managing client relationships, ensuring service delivery, and identifying sales opportunities; spends most of her time in this role during business hours. Start Date October 2024; Independent licensed insurance agent; Collegeville PA; not investment related; Ms. Vavra is licensed to sell accident and health life insurance and fixed annuities; spends less than 5 hours per month, some may be during business hours. Start Date January 2022; Family LLC which owns rental property; Avalon NJ; not investment related; Ms. Vavra is a partner in the LLC; her rental property-related activities include bill paying, realtor communication, property maintenance; spends approximately four hours per month during non-business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-21 |
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