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500 Chesterfield Parkway, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 08/2021 | 10/2025 |
| University Of Colorado Boulder | Boulder | CO | 08/2017 | 08/2021 |
| Turnstone Capital Management Group | Gardena | CA | 05/2019 | 08/2019 |
| Boulder Country Club | Boulder | CO | 06/2018 | 08/2018 |
| Ymca | Torrance | CA | 02/2017 | 07/2017 |
| West Torrance High School | Torrance | CA | 09/2013 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| Transamerica Capital, Llc | Denver | CO | 12/2025 | 02/2026 |
| Unemployed | Denver | CO | 10/2025 | 12/2025 |
| Pacer Financial, Inc. | Malvern | PA | 02/2026 | Present |
| Pacer Advisors, Inc. | Malvern | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-23 |
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