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North Wales, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Investment Management | North Wales | PA | 07/2021 | Present |
| Ipipeline | Exton | PA | 02/2019 | 11/2024 |
| Advanced Technology Services | Malvern | PA | 03/2006 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-31 |
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