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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-06 |
| SC | RA | APPROVED | 2025-08-12 |
| PA | RA | APPROVED | 2023-08-21 |
| NJ | RA | APPROVED | 2023-06-07 |
Branch Locations
2231 Cottman Avenue, Philadelphia, PA 19149 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Philadelphia | PA | 09/2012 | 12/2020 |
| Citizens Securities Inc | Philadelphia | PA | 03/2015 | 12/2020 |
| Citizens Securities, Inc | Westwood | MA | 03/2021 | 07/2021 |
| Citizens Bank, N.A. | Fort Washington | PA | 03/2021 | 07/2021 |
| Citizens Bank | Fort Washington | PA | 06/2021 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (Crd: 7691) | Philadelphia | PA | 04/2022 | 06/2023 |
| Unemployed | Philadelphia | PA | 11/2021 | 04/2022 |
| Bank Of America, N.A. | Philadelphia | PA | 08/2022 | 06/2023 |
| Td Bank N.A. | Philadelphia | PA | 06/2023 | Present |
| Td Private Client Wealth Llc | Philadelphia | PA | 06/2023 | Present |
| Liberty Resources Home Choices | Philadelphia | PA | 08/2025 | Present |
Liberty Resources Home Choices 112 N 8th St #600 Philadelphia, PA 19107 Provider of home care services Personal Care Attendant 08/22/25 Approx. 160 hours per month 0 hours devoted during securities trading hours provide care to consumers who struggle to complete daily living activities themselves
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-17 |
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