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487 Devon Park Drive Suite 216, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-24 |
Branch Locations
487 Devon Park Drive Suite 216, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envest Asset Management | Ridgefield | CT | 10/2016 | 11/2019 |
| Entrust Financial, Llc | Wayne | PA | 12/2019 | Present |
Wissahickon Skating Club; Not investment-related; 550 W Willow Grove Ave, Philadelphia, PA 19118; Recreation; Board member (Non profit); 1/1/2025; 1 hr per month; 0 hrs per month during securities trading hrs; General advisory on club operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-05 |
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