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724 Old York Road, Jenkintown, PA 19046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Jenkintown | PA | 02/2016 | 10/2019 |
| Independent Contractor | Phoenixville | PA | 04/2018 | Present |
| The Aranda Group Advisors, Llc | Jenkintown | PA | 10/2019 | Present |
1.The Aranda Group - Jenkintown, PA Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related: Yes Start Date: 11/07/2016 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: To work with the Aranda Group employees as part of my daily responsibilities as a Financial Advisor with Steven Rosenberg. 2. Tire Rack Street Survival - Phoenixville, PA Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related:No Start Date: 08/28/2017 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 0 Description of duties: Co-Chair of Tire Rack Street Survival operated through the Philadelphia Region Sports Car Club of America (SCCA). 3. Independent Contractor - Phoenixville, PA Nature of the Business: Air Pollution Control Consultant Position/Title: Independent Contractor Investment Related:No Start Date: 04/20/2018 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0 Description of duties: Air Pollution Control Consultant 4.Nancy's House - Phoenixville, PA Nature of the Business: Board Member/Officer/Director Position/Title: Director Investment Related:No Start Date: 08/27/2018 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 1 Description of duties: Member of Board of Directors 5. Name of Business : Eastern Montgomery County Chamber of Commerce Address: Jenkintown, PA Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related: No Start Date: 04/03/2019 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 1 Description of duties: Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-15 |
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