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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-02 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 04/2016 | 03/2020 |
| Bank Of America, N.A. | Wayne | PA | 04/2016 | 03/2020 |
| Wealthcare Advisory Partners, Llc Dba Joppa Mill Advisor | Philadelphia | PA | 03/2020 | Present |
Morgan Stanley Private Markets Fund Employee Investors III LP; 100 Front St W. Conshohocken, PA 19426; Investment-related; Private Equity LP; Partner; No duties; No compensation; No time spent on this activity; No time spent during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 2013-04-09 |
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