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Advisor at AURDAN CAPITAL MANAGEMENT, LLC
WAYNE, 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 |
|---|---|---|---|---|---|---|
| AURDAN CAPITAL MANAGEMENT, LLC | Independent wealth | Sep 20, 2024 | n/a | yes | WAYNE, PA | Current employment |
| COHO PARTNERS, LTD. | Former SEC adviser | Apr 3, 2019 | Mar 4, 2025 | no | BERWYN, PA | Previous registration |
| HAVERFORD FINANCIAL SERVICES, INC. | Asset manager | Sep 27, 2013 | Dec 28, 2015 | no | RADNOR, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COHO PARTNERS, LTD. | AURDAN CAPITAL MANAGEMENT, LLC | Mar 4, 2025 | Sep 20, 2024 | -165 | Firm change after gap | RIA to RIA |
| HAVERFORD FINANCIAL SERVICES, INC. | COHO PARTNERS, LTD. | Dec 28, 2015 | Apr 3, 2019 | 1,192 | Firm change after gap | Other |