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Jackson, MS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proteus, Llc | Indianapolis | IN | 06/2021 | 01/2025 |
| Sei | Indianapolis | IN | 06/2012 | 05/2021 |
| Abridge Partners, Llc | Kennett Sq | PA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
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