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10 West Rockland Road, Montchanin, DE 19710 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-02-28 |
| PA | RA | APPROVED | 2026-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Rock Advisors | New York | NY | 04/2023 | 02/2026 |
| Deloitte | New York | NY | 07/2021 | 04/2023 |
| Duke University | Durham | NC | 08/2020 | 05/2021 |
| Furman University | Greenville | SC | 08/2016 | 05/2020 |
| Montchanin Asset Management, Llc | Montchanin | DE | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
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