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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-05 |
| TX | RA | APPROVED | 2024-10-22 |
| PA | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Wyomissing | PA | 09/2015 | 05/2017 |
| Customers Bank | Wyomissing | PA | 06/2017 | 08/2017 |
| Unemployed | Wiles Barre | PA | 09/2017 | 05/2018 |
| Big Vision | Leesport | PA | 06/2018 | 08/2018 |
| Unemployed | Wilkes Barre | PA | 09/2018 | 05/2019 |
| Origlio Beverage | Reading | PA | 06/2019 | 09/2019 |
| Bank Of England | Wyomissing | PA | 10/2019 | 12/2019 |
| Santander Bank, Na | Boston | MA | 12/2019 | 06/2021 |
| Santander Securities, Llc | Dorchester | MA | 01/2020 | 07/2021 |
| Wells Fargo Bank, Na | Lititz | PA | 07/2021 | 09/2022 |
| Morgan Stanley | Lancaster | PA | 10/2022 | 10/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2022 | 10/2023 |
| Stifel, Nicolaus & Company, Incorporated | Lancaster | PA | 10/2023 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lancaster | PA | 09/2024 | Present |
| Bank Of America, N.A. | Lancaster | PA | 10/2024 | Present |
I*2208300, Entity Type: Entity Charitable, Name of OBA: Reality Check Project, Address: Kenhorst, Pennsylvania, 19607, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 04/01/2025, No Hours: 4 Yearly, No Hours during Trading: 0 Yearly, Duties: The nature of the entity is to provide reentry services with insight for awareness of the consequences of choice. Focusing on passion and purpose Reality Check Project transformation provides individuals with tools and strategies to change the directions of at risk youth lives and their future. My duties would entail provided insight on branding, strategic business planning, and help conduct board meetings ensuring the board effectiveness. I*3313285 Entity Type: Charitable Name of OBA: Professional Referral Exchange Address: Reading, PA 19611 Investment Related: No Position, Title, Association: Officer Employee Start Date: 01/08/2026 Number of Hours: 1.5, Weekly Number of Hours during trading: 1, Weekly Duties: Business networking with people you know, like, and trust. Lead Weekly Meetings, open and close meetings on time. Follow the agenda and ensure smooth transitions between segments (introductions, presentations, referral sharing). Keep energy positive and professional. Maintain Group Standards ensure members adhere to attendance and participation rules. Encourage accountability for passing referrals and scheduling one-on-ones. Facilitate Networking promote collaboration and trust among members. Help resolve conflicts or issues within the group. Oversee reporting of referrals and chapter performance. Represent the Chapter Act as the main point of contact for visitors and prospective members. Communicate with the regional or national PRE organization. Motivate Members Recognize achievements (e.g., most referrals given). Keep the group engaged and focused
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-05 |
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