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201 King Of Prussia Road Suite 620, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-04-15 |
Branch Locations
201 King Of Prussia Road Suite 620, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mondrian Investment Partners | Radnor | PA | 06/2016 | Present |
| Foreside Fund Services, Llc | Radnor | PA | 04/2020 | Present |
| Drexel University | Philadelphia | PA | 06/2016 | 06/2017 |
1) Mondrian Investment Partners; Investment Related; Radnor, PA; Client Services; Client Service and Business Development Officer; 6/2016 start date; 160 hours per month; 0 during trading hours. 2) IN ADDITION TO BEING AN INVESTMENT ADVISOR REPRESENTATIVE OF Mondrian Investment Partners Limited, THIS ASSOCIATE IS A REGISTERED REPRESENTATIVE OF FORESIDE FUND SERVICES, LLC, AN UNAFFILIATED BROKER DEALER. THE ASSOCIATE IS A REGISTERED REPRESENTATIVE FOR PURPOSES OF FORESIDE FUND SERVICES, LLC 3) Philadelphia Theatre Company; Non- Investment Related; Philadelphia, PA; Board of Directors; Trustee; Start Date 6/2018; 4 Hours per month, 0 during trading hours; oversee event planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-02 |
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