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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-13 |
| TX | RA | APPROVED_RES | 2022-09-01 |
| PA | RA | APPROVED | 2020-11-04 |
Branch Locations
1600 Jfk Blvd, Philadelphia, PA 19103 • United States
Blackwood, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Philadelphia | PA | 11/2014 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 11/2014 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 11/2020 | Present |
| Bank Of America N.A. | Philadelphia | PA | 11/2020 | Present |
MEMBER OF ROWAN UNIVERSITY ROHRER COLLEGE OF BUSINESS ALUMNI ADVISORY COUNCIL (RCOB AAC). THE RCOB AAC IS AN ORGANIZATION CREATED BY THE ALUMNI OF THE ROHRER COLLEGE OF BUSINESS. THE AAC STRIVES TO ENABLE FORMER STUDENTS TO NETWORK WITH EACH OTHER, THE COLLEGE AND THE UNIVERSITY, AND TO PROVIDE ALUMNI WITH OPPORTUNITIES TO SUPPORT THEIR ALMA MATER BY VOLUNTEERING THEIR TIME TO THE INITIATIVES OF THE RCOB. TYPICALLY WILL BE INVITED AS A GUEST SPEAKER FOR DIFFERENT CLASSES OF THE RCOB ONCE OR TWICE PER SCHOOL YEAR. NOT INVESTMENT-RELATED. GENERAL TIME COMMITMENT IS APPROXIMATELY 1-2 HOURS PER MONTH. MEETINGS AND EVENTS ARE TYPICALLY AFTER BUSINESS HOURS. LOCATED AT ROWAN UNIVERSITY: 201 Mullica Hill Rd., GLASSBORO, NEW JERSEY 08028
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-08 |
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