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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| FL | RA | APPROVED | 2022-01-07 |
| DE | RA | APPROVED | 2019-01-07 |
| PA | RA | APPROVED | 2018-10-17 |
Branch Locations
1105 N. Market Street 18Th Floor, Wilmington, DE 19801 • United States
Wilmington, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Advisory | Wilmington | DE | 01/2013 | 08/2018 |
| Sanford C. Bernstein & Co., Llc | Philadelphia | PA | 08/2018 | Present |
Count: 1 1) BusinessName: Estates Planning Council of Delaware INVESTMENT RELATED: No ADDRESS: 600 N. King Street Suite 200 Wilm. DE 19801 NATURE OF BUSINESS: The Estate Planning Council of Delaware ("EPCDE") is an interdisciplinary organization for professionals involved in estate planning. Our Council strives to foster understanding of and collaboration among attorneys, accountants, financial advisors, trust professionals, insurance advisors, charitable leaders and any other professional involved with estate planning. POSITION: Board Member - Secretary RELATIONSHIP: 2025-01-01 APPROXIMATE NUMBER HOURS: 1 hours/month, 1 hours during trading hours YOUR DUTIES: As a Board member I help plan the programming and handle governance of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-24 |
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