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610 Market Street, Philadelphia, PA 19106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Conshohocken | PA | 12/2005 | 10/2023 |
| Morgan Stanley Services Group Inc. | New York | NY | 03/2017 | 10/2017 |
| Blackrock Investments, Llc | Princeton | NJ | 10/2023 | 07/2025 |
| Delaware Distributors, L.P. | Philadelphia | PA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-17 |
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