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Chadds Ford, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-25 |
| GA | RA | APPROVED | 2021-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lyttle Company | Damascus | PA | 04/2017 | Present |
| Health Monitor Network | Montvale | NJ | 12/2017 | 03/2019 |
| Vornado Realty Trust | Paramus | NJ | 11/2016 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-04 |
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