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690 Lee Road, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delaware Investments | Philadelphia | PA | 06/2012 | 10/2024 |
| Macquarie Investment Management Business Trust | Philadelphia | PA | 04/2020 | 10/2024 |
| Hartford Funds Distributors, Llc | Wayne | PA | 08/2025 | 08/2026 |
| Hartford Funds Management Company, Llc | Wayne | PA | 08/2025 | 08/2026 |
| Unemployed | Havertown | PA | 11/2024 | 07/2025 |
| Lincoln Financial Distributors | Radnor | PA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-08 |
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