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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-25 |
| PA | RA | APPROVED | 2022-07-28 |
Branch Locations
155 Levittown Pkwy, Levittown, PA 19055 • United States
1279 Lincoln Hwy,, Levittown, PA 19056 • United States
1729 Street Rd, Bensalem, PA 19020 • United States
77 E Street Rd, Feasterville Trevose, PA 19053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Levittown | PA | 07/2014 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Levittown | PA | 07/2016 | 07/2022 |
| J.P. Morgan Securities Llc | Warrington | PA | 07/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Warrington | PA | 07/2022 | Present |
| Priva Llc | Langhorne | PA | 03/2022 | Present |
| Employee Of Independent 7-Eleven Franchise | Bristol | PA | 11/2018 | 12/2021 |
name of ob: Priva LLC (home care agency) Investment related: No Langhorne, PA 19047 Position/Nature: Caregiver Realationship: Caregiver to parents Start date: 03/27/2022 Number of hours/month: 140 Number of hours during secrurity trading: 0 hours Duties: taking care of parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-19 |
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