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One Freedom Valley Drive, Oaks, PA 19456 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments | Oaks | PA | 02/2022 | Present |
| The Ygs Group | York | PA | 05/2021 | 07/2021 |
| Juliana's Restaurant | Sinking Spring | PA | 11/2020 | 06/2022 |
| Jg Wentworth | Radnor | PA | 09/2020 | 04/2021 |
| Reading Royals Hockey Team | Reading | PA | 10/2018 | 06/2019 |
| Pj Whelihan's Restaurant | Reading | PA | 05/2017 | 05/2018 |
| College Student | West Lawn | PA | 08/2016 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-22 |
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