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37 West Ave Suite 301, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-09-30 |
| PA | RA | APPROVED | 2022-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairfax High School | Fairfax | VT | 07/2015 | 04/2017 |
| South Burlington School District | South Burlington | VT | 09/2017 | 06/2019 |
| Lamville North Supervisory | Cambridge | VT | 07/2013 | 06/2020 |
| Maple Run School District | St Albans | VT | 06/2019 | Present |
| Corlys Irish Pub And Grille | Essex | VT | 03/2007 | Present |
| Alden Investment Group | Jenkintown | PA | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-14 |
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