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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-13 |
Branch Locations
101 West Elm Street Suite 200, Conshocken, PA 19428 • United States
411 South State St., Newtown, PA 18940 • 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 | 07/2019 | 10/2022 |
| Drexel University | Philadelphia | PA | 09/2014 | 06/2019 |
| Unemployed | Danbury | CT | 06/2019 | 07/2019 |
| Janney Montgomery Scott | Philadelphia | PA | 03/2018 | 05/2019 |
| Macquarie Investment Management | Philadelphia | PA | 03/2017 | 09/2017 |
| Delaware Investments | Philadelphia | PA | 03/2016 | 09/2016 |
| Ubs Financial Services | Conshohocken | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-13 |
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