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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-14 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
920 Cassatt Road, Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerring Capital Partners, Llc | Glenmoore | PA | 02/2005 | Present |
| Ursinus College | Collegeville | PA | 08/2014 | Present |
| Seeking Alpha | New York | NY | 04/2011 | Present |
| Great Valley Advisor Group | Berwyn | PA | 12/2022 | Present |
Ursinus College The business is not investment-related 601 East Main Street, Collegeville, PA 19426 Assistant Professor of Business and Economics Start Date: 08/2014 Estimated 20-25 hours of instruction, advising, and student office hours per week per semester (February to May, September - December) Estimated 12-15 hours devoted to teaching and advising during securities trading hours Professor teaching courses in economics, finance, and research methods.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-05 |
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