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555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-12 |
Branch Locations
555 Croton Road, Suite 210, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis | London | 02/2016 | 12/2017 | |
| Unemployed | London | 12/2017 | 03/2018 | |
| Kbw | London | 03/2018 | 10/2019 | |
| Unemployed | Wynnewood | PA | 10/2019 | 10/2021 |
| Roffman Miller Associates, Inc. | Philadelphia | PA | 10/2021 | 10/2021 |
| Unemployed | Wynnewood | PA | 11/2021 | 01/2022 |
| Girard Advisory Services, Llc | King Of Prussia | PA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-15 |
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