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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-07 |
| PA | RA | APPROVED | 2018-06-12 |
Branch Locations
130 N. 18Th Street One Logan Square, 17Th Floor, Philadelphia, PA 19103-6933 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worth Financial Management Llc Dba Worthfm | Philadelphia | PA | 02/2016 | 12/2017 |
| Rbc Capital Markets, Llc. | Philadelphia | PA | 06/2018 | Present |
| Self-Employed | Philadelphia | PA | 01/2018 | 05/2018 |
| City National Bank | Philadelphia | PA | 12/2019 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-09-14 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-24 |
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