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3705 Concord Pike, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2017 | 11/2023 |
| Temple University | Philadelphia | PA | 08/2013 | 05/2017 |
| Nexwealth, Llc | Palm Beach Gardens | FL | 11/2023 | 04/2025 |
| Diversified Enterprises, Llc Dba Diversified, Llc | Wayne | PA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-23 |
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