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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-07-15 |
| TX | RA | APPROVED | 2020-07-15 |
Branch Locations
40 Morris Avenue Suite 200, Bryn Mawr, PA 19010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Wayne | PA | 06/2012 | 12/2017 |
| Janney Montgomery Scott | Bryn Mawr | PA | 12/2017 | 10/2019 |
| Tlm Llc | West Chester | PA | 10/2019 | 03/2020 |
| Unemployed | West Chester | PA | 03/2020 | 06/2020 |
| William Laury | Kng Of Prussia | PA | 06/2020 | 07/2020 |
| Northwestern Mutual Investment Services Llc | Kng Of Prussia | PA | 06/2020 | 07/2020 |
| Janney Montgomery Scott Llc | Bryn Mawr | PA | 07/2020 | Present |
Retail Direct LLC DBA StandarDealz (previously Dropship Merchants), West Chester, PA. Owner (07/2023) - Dropship merchandise online in an online store, perhaps with Shopify. Requires updating product descriptions and sale prices. Not investment related, compensated on sales, 10 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-29 |
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