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690 Lee Road, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
Branch Locations
690 Lee Road, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 07/2018 | 05/2019 |
| Duke University | Durham | NC | 07/2017 | 05/2018 |
| Nordea Bank | Helsinki | 01/2013 | 05/2017 | |
| Oracle | Amsterdam | 06/2019 | 05/2020 | |
| Polen Capital | Boca Raton | FL | 06/2020 | 08/2025 |
| Maytech Global Investments | Boca Raton | FL | 12/2025 | 12/2025 |
| Unemployed | Boca Raton, Fl | FL | 08/2025 | 11/2025 |
| Hartford Funds Distributors, Llc | Wayne | PA | 01/2026 | Present |
| Aalto University | Helsinki | 08/2013 | 05/2017 | |
| Hartford Funds Management Company, Llc | Wayne | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-05 |
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