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201 King Of Prussia Road Suite 620, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2006-04-10 |
Branch Locations
201 King Of Prussia Road Suite 620, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mondrian Investment Partners (U.S.), Inc. | Philadelphia | PA | 09/2004 | Present |
| Foreside Fund Services, Llc | Philadelphia | PA | 12/2018 | Present |
1:Mondrian Investment Partners, Investment Related, Registered Investment Advisor; Investment Manager, Philadelphia, PA, Senior Vice President, Client Services, Rothko, Began 02/2000, 200 Hours Per Month, All During Trading Hours 2:Rothko Investment Strategies, Investment Related, Investment Division of Mondrian, Philadelphia, PA, Senior Vice President, Client Services, Began 02/2000, 200 Hours Per Month, All During Trading Hours 3: The Shipley School, Bryn Mawr, PA, Investment Related, start date 1/1/2017, Board of Trustees. School Board member. Sit on he investment committee, which overseas the school endowment. The endowment is managed day-to-day by an OCIO which has full discretion on investment decisions, 5 hours per month with 0 during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 2006-04-07 |
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