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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-28 |
Branch Locations
100 Matsonford Road Suite 301, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard | Malvern | PA | 03/2024 | 01/2026 |
| Morgan Stanley | Wellesley | MA | 11/2020 | 03/2024 |
| Putnam Investments | Andover | MA | 11/2014 | 11/2020 |
| Charles Schwab & Co., Inc | Radnor | PA | 01/2025 | Present |
| Schwab Wealth Advisor Inc | Radnor | PA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-05 |
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