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Current Employers
Sei Investments Management Corp

One Freedom Valley Drive, Oaks, PA 19456 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-24
  • PA RA
    APPROVED
    Since 2024-09-24

Branch Locations

Huntingdon Valley, PA • United States

One Freedom Valley Drive, Oaks, PA 19456 • 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
Sei Investments Oaks PA 09/2024 Present
Sei Investments Oaks PA 08/2022 09/2024
College Charleston SC 08/2018 05/2022
Mike's Seafood Sea Isle City NJ 05/2022 08/2022
High School Wyndmoor PA 08/2014 05/2018
Acme Markets Sea Isle City NJ 05/2018 08/2018
  • 09/2024 → Present
    Sei Investments
    Oaks, PA
  • 08/2022 → 09/2024
    Sei Investments
    Oaks, PA
  • 08/2018 → 05/2022
    College
    Charleston, SC
  • 05/2022 → 08/2022
    Mike's Seafood
    Sea Isle City, NJ
  • 08/2014 → 05/2018
    High School
    Wyndmoor, PA
  • 05/2018 → 08/2018
    Acme Markets
    Sea Isle City, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-01
S63 Uniform Securities Agent State Law Examination 2024-02-28
  • S65 Uniform Investment Adviser Law Examination
    2024-08-01
  • S63 Uniform Securities Agent State Law Examination
    2024-02-28

View on SEC IAPD

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