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2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-04-05 |
Branch Locations
2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2022 | 09/2023 |
| Widener University | Chester | PA | 08/2018 | 05/2022 |
| Unionville High School | Kennett Square | PA | 09/2014 | 06/2018 |
| Pizza Peddler | West Chester | PA | 09/2017 | 01/2018 |
| Kendall Crosslands | Chadds Ford | PA | 10/2015 | 05/2016 |
| Widener University Recreation Center | Chester | PA | 08/2021 | 12/2021 |
| Absolute Insurance | Boothwyn | PA | 08/2019 | 10/2019 |
| J&A Fence | Kennett Square | PA | 05/2021 | 07/2021 |
| Affinity Wealth Management. Llc | Wilmington | DE | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-18 |
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