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81 Lancaster Ave, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Etonkids Educational Group | Beijing | 05/2017 | 07/2017 | |
| University Of Pennsylvania | Philadelphia | PA | 08/2017 | 12/2018 |
| Macy's | New York | NY | 06/2019 | 07/2019 |
| Sanford Bernstein | New York | NY | 06/2020 | 09/2022 |
| University Of Pennsylvania | Philadelphia | PA | 08/2016 | 05/2020 |
| Parnassus Investments | San Francisco | CA | 09/2022 | Present |
| Limeral Research | Malvern | PA | 01/2026 | Present |
Name: Proxera - Investment-related: Yes - Address: 81 Lancaster Ave, Malvern, PA 19355 - Nature of business: Technology / Software - Position/Title: Founder - Start date: 01/2026 - Hours/month: 20 - Hours during trading hours: 10 - Description: Development and operation of a corporate governance analytics software platform. This activity does not create a material conflict of interest with Limeral Research's advisory services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-23 |
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