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Current Employers
Smithbridge Asset Management, Inc.

116 Commons Court, Chadds Ford, PA 19317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-12-20
  • PA RA
    APPROVED
    Since 2023-12-20

Branch Locations

116 Commons Court, Chadds Ford, PA 19317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smithbridge Asset Management, Inc. Chadds Ford PA 08/2023 Present
Ymca Secane PA 05/2017 05/2019
Tmnas Services Bala Cynwyd PA 06/2020 07/2023
Full Time Student Swarthmore PA 01/2013 04/2017
Full Time Student West Chester PA 08/2018 06/2021
  • 08/2023 → Present
    Chadds Ford, PA
  • 05/2017 → 05/2019
    Ymca
    Secane, PA
  • 06/2020 → 07/2023
    Tmnas Services
    Bala Cynwyd, PA
  • 01/2013 → 04/2017
    Full Time Student
    Swarthmore, PA
  • 08/2018 → 06/2021
    Full Time Student
    West Chester, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-19
  • S65 Uniform Investment Adviser Law Examination
    2023-12-19

View on SEC IAPD

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