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3359 Durham Road, Suite 100, Doylestown, PA 18902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-02 |
| PA | RA | APPROVED | 2024-09-27 |
Branch Locations
3359 Durham Road, Suite 100, Doylestown, PA 18902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.K. Brede Investment Management | Needham | MA | 02/2015 | 05/2019 |
| Raymond James & Associates | Philadelphia | PA | 05/2019 | 11/2020 |
| The Vanguard Group, Inc. | Malvern | PA | 02/2021 | 09/2024 |
| Unemployed | Wayne | PA | 11/2020 | 02/2021 |
| Self-Employed | Wayne | PA | 03/2023 | Present |
| Duke And Duke Wealth Management | Doylestown | PA | 09/2024 | Present |
NAME OF BUSINESS: Self-employed NON-INVESTMENT RELATED ADDRESS (city/state): Wayne, PA NATURE OF BUSINESS: Delivery POSITION: Driver START DATE: 03/2023 APPROX. HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: delivering food
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-13 |
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