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925 W. Lancaster Avenue Suite 220, Bryn Mawr, PA 19010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-01-26 |
Branch Locations
925 W. Lancaster Avenue Suite 220, Bryn Mawr, PA 19010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dakota Funds | Haverford | PA | 02/2011 | Present |
| Marmont Partners, Llc | Haverford | PA | 11/2017 | Present |
| Grandfund Investment Group, Llc | Alameda | CA | 07/2012 | 08/2018 |
| Herald Investment Marketing, Llc | Chadds Ford | PA | 08/2018 | Present |
DakotaOne, Investment related, Bryn Village, Ste 220, Bryn Mawr, PA, growth platform for active investment managers, consultant, less than 10 hours per month, October 1, 2017. Dakota Insights Conference Series investment related, devoted to insights on how professional investors are currently thinking. Less than one hour per trading day. 6/1/2018 Dakota Funds Group. Title: Partner. Wholesaler, 150 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-21 |
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