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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 2024-06-10
  • PA RA
    APPROVED
    Since 2024-06-10

Branch Locations

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

Moorestown, NJ • 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
Villanova University Villanova PA 09/2020 05/2024
Moorestown Township Public Schools Moorestown NJ 09/2005 07/2020
  • 06/2024 → Present
    Sei Investments
    Oaks, PA
  • 09/2020 → 05/2024
    Villanova University
    Villanova, PA
  • 09/2005 → 07/2020
    Moorestown Township Public Schools
    Moorestown, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-31
  • S65 Uniform Investment Adviser Law Examination
    2024-05-31

View on SEC IAPD

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