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Jared Uribe-Sullivan

Legacy Advisors, LLC

Plymouth Meeting, PA

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Current Employers
Legacy Advisors, Llc

5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-09-21
  • PA RA
    APPROVED
    Since 2018-09-21

Branch Locations

5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 06/2013 09/2016
Legacy Advisors, Llc Plymouth Meeting PA 09/2018 Present
Threshold Group Llc Philadelphia PA 09/2016 10/2017
Greenspring Associates Owings Mills MD 01/2018 07/2018
  • 06/2013 → 09/2016
    The Vanguard Group, Inc.
    Malvern, PA
  • 09/2018 → Present
    Legacy Advisors, Llc
    Plymouth Meeting, PA
  • 09/2016 → 10/2017
    Threshold Group Llc
    Philadelphia, PA
  • 01/2018 → 07/2018
    Greenspring Associates
    Owings Mills, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-07-31
  • S63 Uniform Securities Agent State Law Examination
    2013-07-31
Designations
Other Names
  • Jared Uribe-Sullivan
  • Jared Andres Uribe-Sullivan

View on SEC IAPD

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