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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2020 | 05/2021 |
| Charlotte Russe | Pottstown | PA | 04/2017 | 06/2017 |
| Pricewaterhousecoopers | Philadelphia | PA | 06/2018 | 07/2018 |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2018 | 10/2019 |
| Wcu Swim Lessons | West Chester | PA | 05/2019 | 07/2019 |
| Wcu Center For International Programs | West Chester | PA | 09/2019 | 05/2020 |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2016 | 05/2020 |
| Tiedemann Advisors | Wilmington | DE | 06/2021 | 04/2022 |
| Ritholtz Wealth Management | New York | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-05 |
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