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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-14 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
Plymouth Meeting, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scranton | PA | 05/2017 | 09/2018 |
| Janney Montgomery Scott | Philadelphia | PA | 12/2016 | 05/2017 |
| Janney Montgomery Scott | Philadelphia | PA | 12/2015 | 12/2016 |
| Bank Of America, N.A. | Scranton | PA | 10/2017 | 09/2018 |
| Ameriprise Financial Services, Inc. | Conshohocken | PA | 10/2018 | 02/2023 |
| Equitable Advisors, Llc | New York | NY | 02/2023 | Present |
1) PST Advisors 1 Belmont Ave Ste 1000 Bala Cynwyd, PA 19004, Non-Investment-related, nature of OBA: Employee, position/title/relationship with OBA: Director of Investment Operations, start date: 02/13/2023, 50 hours/month, Yearly Compensation: $150,000 , duties relating to the OBA: Manage advisor relationships and maintain records of investment process and analysis;2) hhan@pst-advisors.com, Not used to conduct Equitable business;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-18 |
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