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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-27 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2017 | 12/2018 |
| La Salle University | Philadelphia | PA | 08/2013 | 05/2017 |
| Thomas Jefferson University Hospital | Philadelphia | PA | 09/2016 | 12/2016 |
| Morgan Stanley | Mount Laurel | NJ | 01/2017 | 05/2017 |
| Bryn Mawr Capital Management, Llc | Philadelphia | PA | 10/2023 | Present |
| Veritable, Lp | Newtown Square | PA | 01/2019 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-27 |
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