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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-04 |
| PA | RA | APPROVED | 2022-04-22 |
Branch Locations
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
175 Levittown Pkwy, Levittown, PA 19055 • United States
725 2Nd Street Pike, Richboro, PA 18954 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jenkintown | PA | 10/2012 | 08/2018 |
| Bank Of America, N.A. | Jenkintown | PA | 10/2012 | 08/2018 |
| Princeton Global Asset Management, Llc | Princenton | NJ | 08/2018 | 11/2018 |
| Massmutual Life Insurance Co | Cranbury | NJ | 11/2018 | 08/2020 |
| Mml Investors Services, Llc | Cranbury | NJ | 01/2019 | 08/2020 |
| Citizens Securities, Inc. | Doylestown | PA | 08/2020 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Flourtown | PA | 04/2022 | Present |
TBD - LLC ; INV RELATED; FEASTERVILLE TREVOSE, PA; EBAY SPORTSCARD SALES;100% OWNERSHIP; START DATE: 09/15/2025; 6 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-16 |
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