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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-28 |
Branch Locations
1735 Market Street, 44Th Floor Mellon Bank Ctr., Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glenmede Investment Management, Lp | Philadelphia | PA | 01/2007 | 08/2026 |
| Quasar Distributors, Llc | Milwaukee | WI | 08/2007 | 08/2026 |
| Ubs Financial Services Inc. | Philadelphia | PA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-10 |
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