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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-10-05 |
| TX | RA | APPROVED | 2022-04-13 |
| PA | RA | APPROVED | 2022-03-22 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
Turnersville, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Wilmington | DE | 02/2016 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2018 | 12/2019 |
| Rental Property | Mount Laurel | NJ | 02/2012 | 07/2021 |
| Morgan Stanley Smith Barney Llc | West Conshohocken | PA | 03/2022 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 12/2019 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-25 |
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