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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| PA | RA | APPROVED | 2025-11-13 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Finanical Services | Louisville | KY | 12/2013 | 04/2017 |
| Truist Advisory Services, Inc. | Lancaster | PA | 04/2022 | 11/2024 |
| Truist Investment Services, Inc. | Lancaster | PA | 05/2022 | 11/2024 |
| Pnc Wealth Managment | Lancaster | PA | 04/2017 | 05/2022 |
| Citizens Securities Inc | Lancaster | PA | 11/2024 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 10/2025 | Present |
| J.P. Morgan Securities Llc | Philadelphia | PA | 10/2025 | Present |
Touchstone Foundation-Board Member Non-Profit Organization focusing on providing access to mental health services to children and young adults. Responsibilities: Oversee the strategic vision of the foundation and work to spread awareness for youth mental health. Monthly Compensation: $0 Date of Initial Involvement: 02/12/2018 Approx. amount of time/month: 1 hour Lancaster Estate Planning Council- President (Immediate Past) Non-profit Professional organization promoting collaboration between professionals who assist clients in areas of estate planning. Responsibilies: Organize meetings, secure speakers and create topics for discussion. Monthly Compensation: $0 Date of Initial Involvement: 07/10/2017 Approx. amount of time/month: 1-2 hours Leadership Lancaster-Board Member Non-profit Entity focusing on developing future county leaders. Faciliate organic collaboration between exisiting community and non-profit leadership for the betterment of the county and community. Responsibiliites: Collaborating and providing guidance on developing a talent pipeline of future leaders in Lancaster County. Monthly Compensation: $0 Date of Initial Involvement: 09/25/2023 Approx. amount of time/month: 1-2 hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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