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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2025 | 02/2026 |
| Penncrest High School | Media | PA | 09/2016 | 11/2018 |
| Homeschooled | Media | PA | 11/2018 | 06/2020 |
| Modell's Sporting Goods | Media | PA | 09/2018 | 11/2019 |
| Wawa Inc. | Glen Mills | PA | 11/2019 | 08/2021 |
| Wawa Inc. | Glen Mills | PA | 12/2021 | 05/2023 |
| Garrett Williamson | Newtown Square | PA | 05/2023 | 08/2024 |
| Elwyn Inc. | Elwyn | PA | 05/2022 | 08/2022 |
| Cupola Academy | Malvern | PA | 01/2024 | 07/2025 |
| Cabrini University | Radnor | PA | 08/2020 | 05/2021 |
| St. John's College | Annapolis | MD | 08/2021 | 12/2021 |
| West Chester Univeristy | West Chester | PA | 01/2022 | 05/2025 |
| West Chester University | West Chester | PA | 08/2023 | 05/2024 |
| Vanguard Marketing Corporation | Malvern | PA | 07/2025 | 02/2026 |
| Velekei Giles Financial Advisors | Wyomissing | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-25 |
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