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555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-09 |
Branch Locations
2000 Market Street, Suite 700, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Advisory Services, Llc | Philadelphia | PA | 08/2022 | Present |
| Univest Bank And Trust Co | Philadelphia | PA | 07/2021 | Present |
| Unemployed | King Of Prussia | PA | 03/2018 | 07/2021 |
| M&T Bank | Villanova | PA | 10/2008 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-01 |
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