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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-29 |
| TX | RA | APPROVED | 2020-09-29 |
Branch Locations
5528 Carlisle Pike, Mechanicsburg, PA 17050 • United States
61 Second Ave, Collegeville, PA 19426 • United States
1506 W Chester Pike, West Chester , PA 19382 • United States
1191 Benjamin Franklin Hwy W, Douglassville, PA 19518 • United States
4513 Pennell Rd, Aston, PA 19014 • United States
8527 Germantown Ave, Philadelphia, PA 19118 • United States
986 Lititz Pike, Lititz, PA 17543 • United States
3131 Chestnut St, Camp Hill, PA 17011 • United States
701 E Cathedral Rd, Ste 1, Philadelphia, PA 19128 • United States
220 E Baltimore Ave, Media, PA 19063 • United States
1300 N Atherton St, State College, PA 16803 • United States
1400 Bethlehem Pike, Flourtown, PA 19031 • United States
317 W Ridge Pike, Conshohocken, PA 19428 • United States
4996 State Rd, Drexel Hill, PA 19026 • United States
808 E Baltimore Pike, Kennett Square, PA 19348 • United States
2323 Linglestown Rd, Unit 101, Harrisburg, PA 17110 • United States
293 Schuylkill Rd, Phoenixville, PA 19460 • United States
4930 5Th Street Hwy, Temple, PA 19560 • United States
400 Nova Way, Parkesburg, PA 19365 • United States
1200 W Main St, Norristown, PA 19401 • United States
708 W Lancaster Ave, Wayne, PA 19087 • United States
1 S High Street, West Chester, PA 19382 • United States
795 E Lancaster Ave, Villanova, PA 19085 • United States
109 N Pottstown Pike, Exton, PA 19341 • United States
1 S High St, West Chester, PA 19382 • United States
3604 West Chester Pike, Newtown Square, PA 19073 • United States
396 W Lancaster Ave, Haverford, PA 19041 • United States
10 S 2Nd St, Harrisburg, PA 17101 • United States
4700 Jonestown Rd, Harrisburg, PA 17109 • United States
33 W Ridge Pike, Royersford, PA 19468 • United States
49 E Lancaster Ave, Paoli, PA 19301 • United States
1038 E Lancaster Ave, Downingtown , PA 19335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 06/2012 | 09/2020 |
| Bank Of America | Philadelphia | PA | 06/2012 | 09/2020 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-11 |
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