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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-13 |
| PA | RA | APPROVED | 2022-03-07 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 11/2020 | 12/2021 |
| Health Advocate | Plymouth Meeting | PA | 06/2020 | 10/2020 |
| Life Time Athletic | Wayne | PA | 10/2017 | 04/2018 |
| Sobriety Solutions | Plymouth Meeting | PA | 08/2019 | 04/2020 |
| Temple University - Leader Ship And Career Studies Program | Philadelphia | PA | 08/2017 | 05/2018 |
| Life Time Athletic | Wayne | PA | 05/2017 | 08/2017 |
| Humanus | King Of Prussia | PA | 06/2016 | 01/2017 |
| Temple University | Philadelphia | PA | 08/2016 | 05/2020 |
| Life Time Athletic | Wayne | PA | 04/2018 | 06/2020 |
| Morgan Stanley Smith Barney Llc | Blue Bell | PA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-16 |
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