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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-08 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 04/2017 | 12/2024 |
| Bb&T | Doylestown | PA | 04/2017 | 01/2019 |
| Bb&T Securities, Llc | Doylestown | PA | 01/2018 | 12/2024 |
| Bb&T | King Of Prussia | PA | 01/2019 | 12/2024 |
| Suntrust Investment Services, Inc | Atlanta | GA | 09/2020 | 12/2024 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2020 | 12/2024 |
| Truist Investment Services, Inc. | King Of Prussia | PA | 02/2021 | 12/2024 |
| Bryn Mawr Trust Advisors, Llc | Doylestown | PA | 01/2025 | Present |
| Pnc Financial Services Group | Newtown | PA | 04/2005 | 04/2017 |
COMPREHENSIVE LEARNING CENTER LLC POSITION: Board Member / Investment Committee Member NATURE: School Specialized in providing education and life skills to children and adults with Autism. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: Warminster PA, United States DESCRIPTION: Help in Fundraising through 5 major events a year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-20 |
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