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4600 Broadway, Allentown, PA 18104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-06 |
Branch Locations
4600 Broadway, Allentown, PA 18104 • United States
555 Croton Rd. Suite 210, King Of Prussia, PA 19406 • United States
555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-28 |
Branch Locations
555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 11/2010 | 09/2023 |
| Girard Pension Services, Llc | King Of Prussia | PA | 12/2023 | Present |
| Girard Investment Services, Llc | King Of Prussia | PA | 05/2026 | Present |
| Girard Advisory Services, Llc | King Of Prussia | PA | 09/2023 | Present |
NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: HAVERTOWN, PA. POSITION: LANDLORD/OWNER START DATE: 8/2020 APPROXIMATE HOURS/MONTH DEVOTED TO THE BUSINESS: VARIES NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 NAME OF BUSINESS: GTV UNLTD, LLC INVESTMENT-RELATED ADDRESS: Reistertown, MD POSITION: Minority interest owner START DATE: 1/2022 APPROXIMATE HOURS/MONTH DEVOTED TO THE BUSINESS: 0 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-28 |
| S66 | Uniform Combined State Law Examination | 2009-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-02 |
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