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Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-08 |
Branch Locations
Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Haverford Trust Company | Radnor | PA | 04/2007 | Present |
| Haverford Trust Securities, Inc. | Radnor | PA | 07/2007 | Present |
| Haverford Financial Services, Inc. | Radnor | PA | 04/2025 | Present |
Dental practice named Moniz Dental Group PLLC d/b/a The Schiff Dental Group, it is not investment related business. The address is 813 Bethlehem Pike, Erdenheim, PA 19038. Started in April 2021 and devotes 0-2 hours a month. Does not devote any hours to other business during trading hours. Duties include attending quarterly meetings with the business owner (wife) and accountant to review the books and financial statements for the business. Also consulting on various aspects of the business with the owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-10 |
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