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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-07 |
| TX | RA | APPROVED | 2026-04-07 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca Of Philadelphia And Vicinity | Ardmore | PA | 10/2007 | 05/2018 |
| Tiaa | New York | NY | 04/2013 | 05/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 04/2013 | 05/2019 |
| Vanderbilt Ymca | New York | NY | 02/2019 | 03/2020 |
| Fidelity Brokerage Services | New York | NY | 05/2019 | 11/2020 |
| Icma-Rc Services, Llc | Washinton | DC | 11/2020 | 03/2026 |
| Facet | West Palm Beach | FL | 03/2026 | Present |
Name: Philadelphia Animal Welfare Society Young Friends. Non-investment related. Nature of Business: Animal Rescue Organization 501(c)3. Address: 2900 Grays Ferry Ave, Philadelphia, PA 19146. Position: Treasurer, Young Friends Advisory Board. Start Date: 1/1/2025. Number of hours per month devoted to other business 10; during securities trading hours 0. Duties: Work with the board to keep track of funds raised from fundraising events. Name: Junior League of Philadelphia. Investment Related. Address: 27 W. Lancaster Ave., Ardmore, PA. Nature of Business: Women's Leadership and Community Impact 501(c)(3) Organization. Position: Finance Committee Member. Start Date: August 2025. Number of hours per month: 2. Securities Trading Hours: 0. Duties: Sit on finance committee that reviews the budget and oversees the League's investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-17 |
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