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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
| PA | RA | APPROVED | 2025-10-13 |
Branch Locations
402 Lancaster Ave, Haverford, PA 19041 • United States
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2023 | 08/2024 |
| Uber | Philadelphia | PA | 08/2021 | 11/2021 |
| Jg Wentworth | Radnor | PA | 03/2019 | 06/2019 |
| Academic Wonders/Kumon | Bala Cynwyd | PA | 04/2018 | 04/2023 |
| Acheiving Independence Center | Philadelphia | PA | 10/2017 | 04/2018 |
| British Swim School | Bala Cynwyd | PA | 04/2023 | 06/2025 |
| Howard University | Washington | DC | 06/2012 | 06/2017 |
| Unemployed | Philadelphia | PA | 06/2017 | 10/2017 |
| Fidelity Investments | Harrisburg | PA | 03/2025 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Haverford | PA | 10/2025 | Present |
| Wells Fargo Bank, Na | Haverford | PA | 10/2025 | Present |
BRITISH SWIM SCHOOL ; NOT INV RELATED; BALA CYNWYD,PA; TEACHING;50% OWNERSHIP; START DATE: 11/01/2022; 24 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
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