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500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-04 |
| PA | RA | APPROVED | 2022-06-23 |
Branch Locations
500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brandywine Oak Private Wealth Llc | Kennett Square | PA | 06/2022 | Present |
| Goldman Sachs | Boca Raton | FL | 06/2014 | 05/2022 |
1. Board of Trustees and the Treasurer for the Chester Springs Library
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-05 |
| S66 | Uniform Combined State Law Examination | 2005-09-14 |
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