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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 | 2023-01-24 |
Branch Locations
555 Croton Road, Suite 210, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Advisory Services, Llc | King Of Prussia | PA | 10/2022 | Present |
| Sei Investments Company | Oaks | PA | 06/2021 | 10/2022 |
| Unemployed | King Of Prussia | PA | 12/2020 | 06/2021 |
| Pegi Solutions, Formerly Physician'S Endoscopy | Jamison | PA | 06/2019 | 11/2019 |
| Temple University Fox School Of Business | Philadelphia | PA | 08/2017 | 12/2020 |
| California Pizza Kitchen | King Of Prussia | PA | 05/2016 | 08/2017 |
| University Of South Carolina Darla Moore School Of Business | Columbia | SC | 08/2015 | 05/2017 |
| Univest Bank And Trust Co | King Of Prussia | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-24 |
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