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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-26 |
Branch Locations
1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States
Harleysville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradvisor | Miami | FL | 09/2015 | 11/2017 |
| Girard Advisory Services, Llc | Souderton | PA | 12/2017 | 01/2022 |
| Univest Bank & Trust Company | Souderton | PA | 12/2017 | 01/2022 |
| Girard Investment Services, Llc | Souderton | PA | 04/2019 | 01/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2022 | 09/2023 |
| Capfinancial Securities Llc | Raleigh | NC | 01/2022 | 04/2023 |
| Girard Partners, Ltd. | Souderton | PA | 12/2017 | 01/2022 |
| Captrust | Raleigh | NC | 01/2022 | 09/2023 |
| Tiaa | Philadelphia | PA | 09/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 2018-01-17 |
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