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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-09 |
Branch Locations
Phoenixville, PA • United States
130 N. 18Th Street One Logan Square, 17Th Floor, Philadelphia, PA 19103-6933 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johcm (Usa) Inc. | Berwyn | PA | 01/2018 | 04/2022 |
| Foreside Financial Services, Llc | Berwyn | PA | 02/2018 | 07/2021 |
| Wells Fargo Private Bank | Philadelphia | PA | 03/2014 | 01/2018 |
| Johcm Funds Distributors, Llc | New York | NY | 07/2021 | 04/2022 |
| Sei Investments Management Corp. | Oaks | PA | 04/2022 | 09/2025 |
| Rbc Capital Markets, Llc | Conshohocken | PA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-15 |
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