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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-11-02 |
Branch Locations
485 Devon Park Drive Suite 119, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edinboro University | Edinboro | PA | 08/2015 | 05/2019 |
| Edinboro University Athletics | Edinboro | PA | 09/2016 | 05/2017 |
| Chipblaster, Inc. | Meadville | PA | 05/2017 | 08/2017 |
| Pepsico | Edinboro | PA | 08/2017 | 12/2017 |
| Schaffner, Knight, Minnaugh & Company P.C. | Erie | PA | 11/2017 | 04/2018 |
| Pepsico | Edinboro | PA | 02/2018 | 05/2018 |
| Radnor Financial Advisors, Llc | Wayne | PA | 05/2018 | 08/2018 |
| Pepsico | Edinboro | PA | 08/2018 | 05/2019 |
| Radnor Financial Advisors, Llc | Wayne | PA | 12/2018 | 03/2023 |
| Corient | Wayne | PA | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
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