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920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-12 |
Branch Locations
920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington College | Chestertown | MD | 08/2021 | 05/2024 |
| Instacart | West Grove | PA | 04/2020 | Present |
| Doordash | West Grove | PA | 07/2020 | Present |
| Ellis Investment Partners | Berwyn | PA | 06/2022 | 06/2024 |
| Ellis Investment Partners | Berwyn | PA | 06/2024 | Present |
| High School | West Grove | PA | 03/2015 | 06/2020 |
(1.) DoorDash; 07/2020 Delivery Driver; Purchase food and general merchandise orders and deliver them to customers; not investment related; 0- 20 number of hours per month: (2.) Instacart; 04/2020 Shopper; Purchase food and general merchandise orders and deliver them to customers; not investment related; 0-20 number of hours per month:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-12 |
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