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555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Univest Bank And Trust Co | Souderton | PA | 09/1989 | Present |
Univest Bank and Trust Co. 14 N Main Street, Souderton, PA 18964 Trust Services Trust Investment Officer 09/1989 160 hours per month 120 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-16 |
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