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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-13 |
| FL | RA | APPROVED | 2026-04-28 |
| DE | RA | APPROVED | 2026-04-27 |
| NJ | RA | APPROVED | 2026-04-27 |
| PA | RA | APPROVED | 2026-04-22 |
Branch Locations
200 Lombard Street, Philadelphia, PA 19147 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Folsom | PA | 07/2011 | 08/2023 |
| Wells Fargo Advisors Llc | Folsom | PA | 07/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Folsom | PA | 11/2016 | 08/2023 |
| Pnc Investments Llc | Philadelphia | PA | 08/2023 | 11/2025 |
| Td Private Client Wealth Llc | Philadelphia | PA | 04/2025 | Present |
| Td Bank N.A. | Philadelphia | PA | 04/2026 | Present |
i randomly do uber if as a driver from time to time, if premiums are high, however, this is/was temporary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-05 |
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