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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-28 |
| PA | RA | APPROVED | 2022-08-10 |
Branch Locations
101B S 69Th St, Upper Darby, PA 19082 • United States
1717 N 12Th St Unit A, Philadelphia, PA 19122 • United States
2815 Grays Ferry Ave, Philadelphia, PA 19146 • United States
15 S 52Nd St, Philadelphia, PA 19139 • United States
3583 Aramingo Ave, Philadelphia, PA 19134 • United States
4600 E Roosevelt Blvd Ste 19, Philadelphia, PA 19124 • United States
2900 Island Ave Ste 2942, Philadelphia, PA 19153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services | Philadelphia | PA | 08/2014 | 12/2017 |
| Citizens Securities Inc. | Philadephia | PA | 08/2014 | 07/2022 |
| Citizens Bank | Philadelphia | PA | 08/2014 | 07/2022 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 08/2022 | Present |
| Jpmorgan Chase Bank, Na. | Philadelphia | PA | 08/2022 | Present |
| Scent-Sational Fragrances | Philadelphia | PA | 11/2018 | 12/2025 |
| Rlv2004 Legacy Ventures Llc | Philadelphia | PA | 11/2018 | Present |
Entity Name: RLV2004 Legacy Ventures LLC Investment related: No Address: Philadelphia PA 19130 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/19/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Own and Operate residential real estate. rehabilitate residential real estate. Not investment related; Duties: Buy and renovate (using contractors) distressed residential property, then place the property for rent or sale via a realtor. I do not hold a realtors license.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-23 |
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