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201 King Of Prussia Road Suite 620, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2006-01-06 |
Branch Locations
201 King Of Prussia Road Suite 620, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mondrian Investment Partners (U.S.), Inc. | Radnor | PA | 09/2004 | Present |
| Foreside Fund Services | Radnor | PA | 12/2015 | Present |
1)Mondrian Investment Partners; Radnor, PA; Investment Related, Began 01/01/1990; Investment; Executive Client Service and Business Development Officer, Partner; Client Services, Marketing and Consultant Relations; 200 hours per month with 160 hours during securities trading hours. 2) Rental Property; Buck Hill Falls, PA; Non-investment related; Began 08/11/2018; 1 hour per month no hours during securities trading hours. 3) Holy Child School at Rosemont, Rosemont, PA, Investment Related, Start Date 03/01/2021, Investment Committee Member, Makes investment decisions for the school's endowment fund, 1 hour per month with 0 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-01-14 |
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