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One Freedom Valley Drive, Oaks, PA 19456 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments | Oaks | PA | 06/2022 | 05/2023 |
| Equitable Advisors, Llc | New York | NY | 06/2023 | 12/2023 |
| Aldi Inc. | Malvern | PA | 11/2019 | 05/2022 |
| One Way Valet | King Of Prussia | PA | 05/2019 | 11/2019 |
| Target | Malvern | PA | 09/2017 | 05/2019 |
| Wawa | Malvern | PA | 06/2017 | 09/2017 |
| Great Valley Highschool | Malvern | PA | 07/2014 | 06/2018 |
| Doordash | West Chester | PA | 06/2022 | 08/2023 |
| Sei Investments | Oaks | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-03 |
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