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20 Ash Street Suite 300, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-20 |
| PA | RA | APPROVED | 2025-05-20 |
Branch Locations
20 Ash Street Suite 300, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 04/2023 | 01/2024 |
| Sei | Oaks | PA | 09/2022 | 03/2023 |
| Lamb Beverage | Coatesville | PA | 03/2016 | 09/2022 |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2018 | 08/2022 |
| Downingtown West High School | Downingtown | PA | 08/2014 | 05/2018 |
| The Vanguard Group, Inc. | Charlotte | NC | 01/2024 | 12/2024 |
| The Vanguard Group, Inc. | Malvern | PA | 12/2024 | 02/2025 |
| Nest Investments Bd Llc | Conshohocken | PA | 03/2025 | Present |
| Nest Investments Llc | Conshohocken | PA | 03/2025 | Present |
03/2025 to Present: I am a financial representative with the parent company, Nest Egg, as well as a registered representative of Nest Investments BD LLC, a FINRA registered broker/dealer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-23 |
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