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Advisor at SEI INVESTMENTS MANAGEMENT CORP
OAKS, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | Mixed wealth | Jun 18, 2026 | n/a | yes | OAKS, PA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Sep 1, 2021 | Feb 14, 2025 | no | Philadelphia, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | SEI INVESTMENTS MANAGEMENT CORP | Feb 14, 2025 | Jun 18, 2026 | 489 | Firm change after gap | Wirehouse to RIA |