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Adam Wilk

Greystone Capital Management

West Chester, PA

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Current Employers
Greystone Capital Management

West Chester, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-03-23
  • PA RA
    APPROVED
    Since 2020-03-23

Branch Locations

West Chester, PA • 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
Td Bank Wilmington DE 08/2019 Present
Greystone Capital Management West Chester PA 09/2019 Present
Citibank New Castle DE 08/2016 08/2019
  • 08/2019 → Present
    Td Bank
    Wilmington, DE
  • 09/2019 → Present
    Greystone Capital Management
    West Chester, PA
  • 08/2016 → 08/2019
    Citibank
    New Castle, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-16
  • S65 Uniform Investment Adviser Law Examination
    2020-03-16

View on SEC IAPD

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