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Salina Place, 205 S. Salina Street Suite 403, Syracuse, NY 13202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-10 |
Branch Locations
1800 Byberry Road Suite 1405, Huntingdon Valley, PA 19006 • United States
Salina Place, 205 S. Salina Street Suite 403, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 11/2021 | 06/2026 |
| Self-Employed | Huntingdon Valley | PA | 08/2021 | 09/2021 |
| Philadelphia Insectarium And Butterfly Pavilion | Philadelphia | PA | 03/2021 | 06/2021 |
| Temple University Kornberg School Of Dentistry | Philadelphia | PA | 08/2020 | 02/2021 |
| Academy Of The New Church | Bryn Athyn | PA | 07/2011 | 06/2020 |
| Eurofins Abraxis | Warminster | PA | 06/2020 | 07/2020 |
| Montgomery County Community College | Blue Bell | PA | 08/2018 | 05/2019 |
| Bucks County Community College | Newtown | PA | 08/2019 | 05/2020 |
| Academy Of The New Church | Bryn Athyn | PA | 01/2022 | 03/2022 |
| Glencairn Museum | Bryn Athyn | PA | 12/2021 | 06/2026 |
| Academy Of The New Church | Bryn Athyn | PA | 08/2024 | 08/2025 |
| Vanguard Marketing Corporation | Malvern | PA | 11/2021 | 06/2026 |
| Passive Capital Management | Philadelphia | PA | 07/2026 | Present |
NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: HUNTINGDON VALLEY, PA NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 08/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-15 |
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