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1900 Market Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-15 |
Branch Locations
1900 Market Street, Philadelphia, PA 19103 • United States
Jamaica Estates, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Great Neck | NY | 06/2016 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Great Neck | NY | 06/2016 | 09/2017 |
| Massachusetts Mutual Life Insurance Company | Flushing | NY | 09/2017 | 12/2020 |
| Mml Investors Services | Flushing | NY | 09/2017 | 12/2020 |
| Advisory Group Equity Services, Ltd. | Woburn | MA | 12/2020 | 07/2022 |
| Tag Ages | Woburn | MA | 12/2020 | 07/2022 |
| Freeman Capital | Charlotte | NC | 12/2020 | 05/2023 |
| Quantitative Finance Llc | Havre De Grace | MD | 01/2023 | Present |
| Andwise | Atlanta | GA | 08/2023 | Present |
| Wealth More Enterprise, Inc. | Philadelphia | PA | 02/2024 | Present |
the name of the other business: Quantitave Finance & Andwise whether the business is investment-related: Yes, Quantitative Finance the address of the other business: See above the nature of the other business: Fintech/IAR your position: Advisor title, or relationship with the other business: Advisory the start date of your relationship: 1/2023 the approximate number of hours/month you devote to the other business: 40 Andwise, 5 Quantitative Finance the number of hours you devote to the other business during securities trading hours: Same and briefly describe your duties relating to the other business: Andwise: Financial Education Quantitative Finance: Advise Business and Compliance Strategy
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-26 |
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