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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-07 |
| TX | RA | APPROVED | 2025-04-07 |
Branch Locations
899 Cassatt Road Suite 100, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2020 | 02/2024 |
| Saint Joseph's University | Philadelphia | PA | 08/2016 | 05/2020 |
| Department Of Banking And Securities At The Commonwealth Of Pa | Harrisburg | PA | 06/2018 | 05/2020 |
| Bureau Records & Identification Dept. At The State Police In Pa | Harrisburg | PA | 05/2017 | 08/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 02/2024 | 01/2025 |
| Morgan Stanley | Berwyn | PA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-11 |
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