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One Freedom Valley Drive, Oaks, PA 19456 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-24 |
Branch Locations
One Freedom Valley Drive, Oaks, PA 19456 • United States
Newtown Square, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-10 |
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