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690 Lee Road, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-08 |
Branch Locations
690 Lee Road, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen Investments | Chicago | IL | 01/2015 | 08/2018 |
| M Holdings Securities, Inc. | Bethlehem | PA | 03/2019 | 03/2021 |
| Cornerstone Institutional Investors | Bethlehem | PA | 03/2019 | 03/2021 |
| Pocono Transcrete, Llc. | Blakeslee | PA | 09/2018 | 03/2019 |
| Cornerstone Advisors Asset Management Llc | Bethlehem | PA | 03/2019 | 03/2021 |
| Cornerstone Benefits, Inc. | Bethlehem | PA | 03/2019 | 03/2021 |
| Advisors Asset Management, Inc | Monument | CO | 04/2021 | 03/2023 |
| Sb Value Partners, Lp | San Antonio | TX | 03/2023 | 08/2023 |
| Hartford Funds Distributors, Llc | Wayne | PA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-22 |
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