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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-07 |
Branch Locations
170 Radnor Chester Road, Suite 101, Radnor, PA 19087 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bala Cynwyd | PA | 04/2012 | 05/2017 |
| Kbx Golden Llc | Kenneny Square | PA | 06/2017 | 10/2017 |
| Inr Advisors | Media | PA | 10/2017 | 04/2018 |
| Inverness Graham Investments | Newtown Square | PA | 05/2018 | 04/2019 |
| B. Riley Wealth Management | Memphis | TN | 04/2019 | 11/2024 |
| B. Riley Wealth Advisors, Inc. | Memphis | TN | 07/2022 | 11/2024 |
| Wedbush Securities | Los Angeles | CA | 11/2024 | Present |
Urban Outfitters; Not Investment Related; Philadelphia, PA; Clothing Store/Retail; Sales Associate; Start: 12/2023; Approx: 10 hours weekly, 24-32 hours monthly during business hours; Duties: sales associate, work the register, hang clothes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-06 |
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