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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 11/2021 | 06/2026 |
| Unemployed | Warrington | PA | 08/2020 | 03/2021 |
| The Bucks Club | Jamison | PA | 08/2021 | 11/2021 |
| Fred Beans Subaru | Doylestown | PA | 11/2015 | 07/2020 |
| Curated | Warrington | PA | 03/2021 | 06/2026 |
| Truist Investment Services, Inc | Jenkintown | PA | 06/2026 | Present |
| Truiast Advisory Services, Inc | Jenintown | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-06 |
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