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500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-04 |
Branch Locations
500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Paoli | PA | 07/2014 | 09/2017 |
| Wells Fargo Clearing Services Llc | Los Angeles | CA | 07/2018 | 12/2020 |
| West Chester University | West Chester | PA | 10/2017 | 07/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 03/2022 | 07/2026 |
| Lifted Brands, Llc | Chester Springs | PA | 01/2018 | Present |
| Exos | Malvern | PA | 03/2024 | 12/2025 |
| Vanguard Advisers, Inc. | Malvern | PA | 03/2022 | 07/2026 |
| Vanguard Marketing Corporation | Malvern | PA | 03/2022 | 07/2026 |
| Thrive Capital Management, Llc | Fort Washington | PA | 07/2025 | Present |
NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 1/2022 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: SPRING CITY, PA NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 1/2022 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-01 |
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