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993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-29 |
Branch Locations
993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2017 | 12/2021 |
| Clemson University | Clemson | SC | 08/2013 | 05/2017 |
| Kathmere Capital Management, Llc | Wayne | PA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-20 |
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