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485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-12 |
Branch Locations
Four Tower Bridge 200 Barr Harbor Dr #400, Conshohocken, PA 19428 • United States
485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2012 | 11/2021 |
| Tiaa | Philadelphia | PA | 03/2012 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 12/2021 | 05/2025 |
| Bank Of America, N.A. | Philadelphia | PA | 01/2022 | 05/2025 |
| Legacy Edge Advisors, Llc | Conshohocken | PA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-30 |
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