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Current Employers
Sei Investments Management Corp

One Freedom Valley Drive, Oaks, PA 19456 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-02
NY RA APPROVED 2025-08-29
  • PA RA
    APPROVED
    Since 2025-09-02
  • NY RA
    APPROVED
    Since 2025-08-29

Branch Locations

New York, NY • United States

One Freedom Valley Drive, Oaks, PA 19456 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blackrock New York NY 08/2016 06/2025
Blackrock Investments, Llc New York NY 08/2016 06/2025
Sei Investments Oaks PA 08/2025 Present
  • 08/2016 → 06/2025
    Blackrock
    New York, NY
  • 08/2016 → 06/2025
    Blackrock Investments, Llc
    New York, NY
  • 08/2025 → Present
    Sei Investments
    Oaks, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-30
S63 Uniform Securities Agent State Law Examination 2011-06-20
  • S65 Uniform Investment Adviser Law Examination
    2014-10-30
  • S63 Uniform Securities Agent State Law Examination
    2011-06-20

View on SEC IAPD

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