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Current Employers
Sei Investments Management Corp

One Freedom Valley Drive, Oaks, PA 19456 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-24
  • PA RA
    APPROVED
    Since 2024-06-24

Branch Locations

One Freedom Valley Drive, Oaks, PA 19456 • United States

Newtown Square, PA • 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
Sei Investments Oaks PA 06/2024 Present
Sei Investments Oaks PA 06/2023 08/2023
Dakota Philadelphia PA 06/2022 08/2022
Waynesborough Country Club Paoli PA 06/2021 10/2021
Pa Roughriders Lacrosse Club Philadelphia PA 06/2021 10/2021
Villanova University Villanova PA 08/2020 05/2024
N/A Philadelphia PA 01/2014 06/2021
N/A Philadelphia PA 10/2021 06/2022
N/A Philadelphia PA 08/2022 06/2023
N/A Philadelphia PA 08/2023 06/2024
  • 06/2024 → Present
    Sei Investments
    Oaks, PA
  • 06/2023 → 08/2023
    Sei Investments
    Oaks, PA
  • 06/2022 → 08/2022
    Dakota
    Philadelphia, PA
  • 06/2021 → 10/2021
    Waynesborough Country Club
    Paoli, PA
  • 06/2021 → 10/2021
    Pa Roughriders Lacrosse Club
    Philadelphia, PA
  • 08/2020 → 05/2024
    Villanova University
    Villanova, PA
  • 01/2014 → 06/2021
    N/A
    Philadelphia, PA
  • 10/2021 → 06/2022
    N/A
    Philadelphia, PA
  • 08/2022 → 06/2023
    N/A
    Philadelphia, PA
  • 08/2023 → 06/2024
    N/A
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-10
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10
Other Names
  • Keith Carra

View on SEC IAPD

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