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King Of Prussia, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-28 |
| PA | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pegasus Management Services L.L.C. | King Of Prussia | PA | 07/2026 | Present |
| Student | Philidelphia | PA | 06/2016 | Present |
| Wells Fargo Advisors | Morrisville | PA | 05/2025 | 08/2025 |
| Pegasus Management Services L.L.C. | King Of Prussia | PA | 05/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-13 |
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