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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 | 2024-11-25 |
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 |
|---|---|---|---|---|
| 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 |
1) Mondrian Investment Partners; Investment Related; Sales; Radnor, PA; 6/24 Start Date; Business Development Officer; Sales role promoting ;160 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
| S66 | Uniform Combined State Law Examination | 2003-01-21 |
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