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24 W Market Street, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2013 | 10/2018 |
| Veery Capital, Llc | West Chester | PA | 01/2013 | Present |
| Veery Capital, Llc | West Chester | PA | 09/2019 | Present |
Limited Partner; 1050 East Historic Associates Limited Partnership; Investment Related: No; Location: P.O. Box 424 Media, PA 19063; Description of the business: Real Estate; Responsibilities Duties: Oversees tenant and maintenance/contractor relationship; Start date with business: 2014-01-01; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 10;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-17 |
| S66 | Uniform Combined State Law Examination | 1998-09-03 |
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