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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-13 |
| NY | RA | APPROVED | 2023-07-12 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
50 Glenmaura National Blvd. Ste. 201, Moosic, PA 18507 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-13 |
| NY | RA | APPROVED | 2023-07-12 |
Branch Locations
50 Glenmaura National Blvd. Ste. 201, Moosic, PA 18507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morse Asset Management | New York | NY | 03/2015 | 04/2017 |
| Oppenheimer & Co. Inc. | Stamford | CT | 11/2017 | 12/2018 |
| Unemployed | Westport | CT | 05/2017 | 10/2017 |
| Ameriprise Financial Services, Llc | Melville | NY | 12/2020 | 05/2023 |
| Consulting | Bridgeport | CT | 12/2018 | 12/2020 |
| Lincoln Investment | Fort Washington | PA | 07/2023 | Present |
| Capital Analysts | Fort Washington | PA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-21 |
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