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One Freedom Valley Drive, Oaks, PA 19456 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-16 |
Branch Locations
One Freedom Valley Drive, Oaks, PA 19456 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Management Corp | Oaks | PA | 07/2023 | Present |
| Pennsylvania State University | University Park | PA | 08/2019 | 05/2023 |
| West Chester School District | West Chester | PA | 07/2014 | 08/2019 |
| Citizens Financial Group Inc. | Horsham | PA | 05/2022 | 08/2022 |
| Hartford Funds Management Group Inc. | Wayne | PA | 02/2022 | 05/2022 |
| Exelon Corporation | West Chester | PA | 05/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-16 |
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