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Current Employers
Mondrian Investment Partners (U.S.), Inc.

201 King Of Prussia Road Suite 620, Radnor, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-11-25
  • PA RA
    APPROVED
    Since 2024-11-25

Branch Locations

201 King Of Prussia Road Suite 620, Radnor, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Glenmede Investment Management, Lp Philadelphia PA 07/2016 02/2022
Quasar Distributors, Llc Milwaukee WI 04/2017 02/2022
Global Beta Advisors North Whales PA 02/2022 07/2022
Compass Distributors, Llc North Whales PA 03/2022 07/2022
Quasar Distributors, Llc Philadelphia PA 09/2022 06/2024
Glenmede Investment Management, Lp Philadelphia PA 08/2022 06/2024
Foreside Fund Services, Llc Horsham PA 09/2024 Present
Mondrian Investment Partners Horsham PA 06/2024 Present
  • 07/2016 → 02/2022
    Glenmede Investment Management, Lp
    Philadelphia, PA
  • 04/2017 → 02/2022
    Quasar Distributors, Llc
    Milwaukee, WI
  • 02/2022 → 07/2022
    Global Beta Advisors
    North Whales, PA
  • 03/2022 → 07/2022
    Compass Distributors, Llc
    North Whales, PA
  • 09/2022 → 06/2024
    Quasar Distributors, Llc
    Philadelphia, PA
  • 08/2022 → 06/2024
    Glenmede Investment Management, Lp
    Philadelphia, PA
  • 09/2024 → Present
    Foreside Fund Services, Llc
    Horsham, PA
  • 06/2024 → Present
    Mondrian Investment Partners
    Horsham, PA
Previous Registrations
Other Businesses

1) Mondrian Investment Partners; Investment Related; Sales; Radnor, PA; 6/24 Start Date; Business Development Officer; Sales role promoting ;160 Hrs./Mo.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-25
S66 Uniform Combined State Law Examination 2003-01-21
  • S65 Uniform Investment Adviser Law Examination
    2024-11-25
  • S66 Uniform Combined State Law Examination
    2003-01-21
Other Names
  • Jason Thomas Laird
  • Jason Laird

View on SEC IAPD

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