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3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-16 |
Branch Locations
3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glenmede Trust Company, N.A. | Philadelphia | PA | 08/2021 | 05/2022 |
| Glenmede Trust Company, N.A. | New Providence | PA | 08/2020 | 08/2021 |
| Glenmede Trust Company, N.A. | Philadelphia | PA | 06/2020 | 08/2020 |
| University Of Pennsylvania | Philadelphia | PA | 05/2019 | 08/2019 |
| University Of Pennsylvania | Philadelphia | PA | 08/2018 | 06/2022 |
| The Juilliard School | New York | NY | 09/2013 | 06/2018 |
| Pingry School | Basking Ridge | NJ | 06/2015 | 09/2017 |
| Pingry School | Short Hills & Basking Ridge | NJ | 09/2008 | 06/2018 |
| Iconiq Capital | New York | NY | 07/2022 | 12/2023 |
| Tampa Bay Rays | St Petersburg | FL | 12/2023 | 12/2024 |
| Eden Global Partners | New York | NY | 01/2025 | 09/2025 |
| Rede Partners (Americas) Llc | New York | NY | 09/2025 | 10/2025 |
| Mycio Wealth Partners, Llc | Philadelphia | PA | 01/2026 | Present |
| Unemployed | New York | NY | 11/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-03 |
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