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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 | 2020-10-19 |
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 |
|---|---|---|---|---|
| Instream Solutions | West Conshohocken | PA | 01/2014 | 10/2016 |
| Efficient Advisors Llc | Philadelphia | PA | 01/2017 | 06/2018 |
| Girard Advisory Services, Llc | King Of Prussia | PA | 07/2018 | Present |
| Unemployed | West Conshohocken | PA | 11/2016 | 12/2016 |
Advisor owns and maintains a rental property. Does not interfere with securities trading hours or advisors duties to the firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-19 |
| S66 | Uniform Combined State Law Examination | 2003-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-11 |
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