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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-22 |
Branch Locations
1235 Westlakes Drive Suite 225, Berwyn (Valley Forge), PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Professional Clearing Corp. | Philadelphia | PA | 07/2013 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 01/2014 | 05/2019 |
| Bofa Securities, Inc. | Pennington | NJ | 05/2019 | 11/2019 |
| Raymond James & Associates, Inc. | West Conshohocken | PA | 11/2019 | 10/2024 |
| Janney Montgomery Scott Llc | Valley Forge | PA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-16 |
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