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610 Market Street, Philadelphia, PA 19106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-04-20 |
Branch Locations
610 Market Street, Philadelphia, PA 19106 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman Llc | New York | NY | 10/2010 | 10/2018 |
| Legg Mason Investor Services Llc | Stamford | CT | 01/2019 | 05/2019 |
| Legg Mason & Co | Stamford | CT | 01/2019 | 05/2019 |
| Clearbridge Investments | New York | NY | 01/2019 | 05/2019 |
| Delaware Distributors, Lp | Philadelphia | PA | 07/2019 | Present |
| Macquarie Investment Management | Philadelphia | PA | 06/2019 | Present |
| Macquarie Investment Management Business Trust | Philadelphia | PA | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-21 |
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