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500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-22 |
Branch Locations
500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
1999 Harrison St. Suite 1800, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sincerus Advisory | New York | NY | 04/2021 | 05/2023 |
| Ebay | San Jose | CA | 05/2006 | 12/2019 |
| Modern Family Finance | San Francisco | CA | 01/2020 | Present |
| Equita Financial Network | Fort Washington | PA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-30 |
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