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Current Employers
Dock Street Asset Management Inc

2875 South Ocean Blvd Suite 200-46, Palm Beach, FL 33480 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-20
  • PA RA
    APPROVED
    Since 2026-07-20

Branch Locations

Downingtown, PA • United States

2875 South Ocean Blvd Suite 200-46, Palm Beach, FL 33480 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dock Street Asset Management Palm Beach FL 05/2026 Present
Bny Archer Berwyn PA 06/2024 05/2026
Temple University Philadelphia PA 08/2020 05/2024
Bishop Shanahan High School Downingtown PA 09/2016 06/2020
  • 05/2026 → Present
    Dock Street Asset Management
    Palm Beach, FL
  • 06/2024 → 05/2026
    Bny Archer
    Berwyn, PA
  • 08/2020 → 05/2024
    Temple University
    Philadelphia, PA
  • 09/2016 → 06/2020
    Bishop Shanahan High School
    Downingtown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-02
  • S65 Uniform Investment Adviser Law Examination
    2026-07-02

View on SEC IAPD

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