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1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087-5570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-07-01 |
Branch Locations
1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087-5570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upper Main Line Ymca | Berwyn | PA | 06/2017 | 08/2017 |
| Upper Main Line Ymca | Berwyn | PA | 06/2018 | 08/2018 |
| 1301 Services Inc. | Ambler | PA | 01/2013 | 11/2017 |
| Payne Capital Management | Blue Bell | PA | 05/2018 | 08/2018 |
| Payne Capital Management | Blue Bell | PA | 05/2019 | 10/2019 |
| The Fairman Group | Chesterbrook | PA | 11/2019 | Present |
| Temple University | Philadelphia | PA | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-01 |
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