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610 Market Street, Philadelphia, PA 19106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-04-20 |
| PA | RA | APPROVED | 2020-04-20 |
Branch Locations
610 Market Street, Philadelphia, PA 19106 • United States
Newbury, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Services | Charlotte | NC | 07/2010 | 01/2018 |
| Macquarie Investment Management | Philadelphia | PA | 01/2018 | Present |
| Delaware Distributor L.P. | Philadelphia | PA | 01/2018 | Present |
| Macquarie Investment Management Business Trust | Philadelphia | PA | 04/2020 | Present |
| Nomura Capital Management Llc | Boston | MA | 06/2026 | Present |
Wondercorn LLC, non investment related; selling products for Moms - bumper stickers, notepads; and apparel; Co-owner; 02/2021; approx.10 hours per month, weekends and evenings; network will help other women at challenging stages in their lives, while bringing humor and recognition
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-12 |
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