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Current Employers
Girard Advisory Services, Llc

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-11-05
  • PA RA
    APPROVED
    Since 2018-11-05

Branch Locations

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Girard Advisory Services, Llc F/K/A Girard Partners Ltd. King Of Prussia PA 08/2018 Present
Sei Investments Oaks PA 04/2014 08/2018
  • 08/2018 → Present
    Girard Advisory Services, Llc F/K/A Girard Partners Ltd.
    King Of Prussia, PA
  • 04/2014 → 08/2018
    Sei Investments
    Oaks, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-05
  • S65 Uniform Investment Adviser Law Examination
    2018-11-05
Designations

View on SEC IAPD

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