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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-25 |
| PA | RA | APPROVED | 2026-06-02 |
Branch Locations
1787 Sentry Parkway West Building 18 Street 440, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance | Newtown Square | PA | 01/2021 | 11/2021 |
| Mml Investors Services, Llc | Newtown Square | PA | 11/2020 | 11/2021 |
| College Of Charleston | Charleston | SC | 08/2016 | 08/2020 |
| Cedarbrook Country Club | Blue Bell | PA | 06/2013 | 08/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 12/2021 | 07/2022 |
| Wells Fargo Clearing Services | Charlotte | NC | 01/2023 | 11/2024 |
| Disys | Charlotte | NC | 10/2022 | 09/2023 |
| Morgan Stanley | Blue Bell | PA | 02/2026 | Present |
| Financial Group Of Philadelphia | Yardley | PA | 10/2025 | 12/2025 |
| Squires Golf Club | Ambler | PA | 02/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
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