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100 Matsonford Road Building #5, Suite 110, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-26 |
Branch Locations
100 Matsonford Road Building #5, Suite 110, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2014 | 01/2017 |
| Sei Investments | Collegeville | PA | 01/2018 | 08/2018 |
| Sei Investments | Collegeville | PA | 08/2018 | 06/2022 |
| Clearview Financial Partners | Radnor | PA | 06/2022 | Present |
| Unemployed | Philadelphia | PA | 01/2017 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-16 |
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