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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-22 |
Branch Locations
West Chester, PA • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wsfs Investments | Wilmington | DE | 02/2001 | 05/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2015 | 05/2025 |
| Farther | West Chester | PA | 05/2025 | Present |
1. FIXED INSURANCE SALES; CONDUCTED AT BRANCH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-06 |
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