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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-24 |
Branch Locations
1767 Sentry Parkway West Suite 110, Blue Bell, PA 19422-2202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liquidhub | Malvern | PA | 05/2016 | 01/2017 |
| Vanguard | Malvern | PA | 02/2017 | 07/2017 |
| Ign Entertainment, Ziff Davis | San Francisco | CA | 06/2019 | 08/2019 |
| Beaker Life Llc | Blue Bell | PA | 07/2017 | Present |
| Janney Montgomery Scott | Blue Bell | PA | 10/2024 | 08/2025 |
| Janney Montgomery Scott | Blue Bell | PA | 08/2025 | Present |
Beaker Life LLC - Not Investment Related - 390 Wood Drive Blue Bell PA 19422 - Digital Marketing & Wed Development company, serving law firms - Owner/Operator - Generate Websites, Web Content, Ad Content for law firms to attract new customers (personal injury leads) via organic and inorganic SEO strategies - Start Date 07/01/2017 - 20 hours/month - 0 hours during securities trading hours - Generate Websites, Web Content, Ad Content for law firms to attract new customers (personal injury leads) via organic and inorganic SEO strategies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-24 |
| S65 | Uniform Investment Adviser Law Examination | 2007-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-22 |
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