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51 Madison Avenue, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-03 |
Branch Locations
51 Madison Avenue, New York, NY 10010 • United States
Elkins Park, PA • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2015 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 04/2020 | 03/2023 |
| New York Life Investments | Philadelphia | PA | 03/2023 | Present |
William Penn Charter School; 3000 W School House Lane Philadelphia, PA 19144; not investment related; non-profit; high school boys basketball coach; 48 hours per month not during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-07 |
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