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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-29 |
| PA | RA | APPROVED | 2022-11-23 |
Branch Locations
475 Rolling Ridge Dr, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Camp Hill | PA | 09/2021 | 07/2022 |
| Unemployed | Enola | PA | 12/2020 | 02/2021 |
| Polaris Advisors | Camp Hill | PA | 02/2021 | 09/2021 |
| The Pennsylvania State University | University Park | PA | 08/2016 | 12/2020 |
| Grant Thornton | Philadelphia | PA | 07/2020 | 08/2020 |
| Wegmans Food Markets | Mechanicsburg | PA | 09/2014 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | State College | PA | 08/2022 | Present |
| Extended Travel | Enola | PA | 07/2022 | 08/2022 |
I*: 2794274Entity Type: CharitableName of OBA: Rotary Club of State College DowntownAddress: State College. PA 16805Investment Related: NoPosition, Title, Association: Committee member Employee Start Date: 9/11/2025Number of Hours: 2 hrs wklyNumber of Hours during trading: 1.5 hrs wkly Duties: I have been invited to join the community service committee, the fundraising committee, and also the membership committee. I would like to be part of the fundraising committee in a non-money handling capacity since we would organize a lot of the fun events that the club takes part in. If I am not permitted to operate on this committee, I would be on the membership committee and help grow the club, or organize volunteer events on the volunteer committee. I*3286281 Entity Type: N/A Name of OBA: Rental Property 1 Address: Warriors Mark, Pennsylvania, 16877 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 01/01/2026 Number of Hours: 3, Yearly Number of Hours during trading: 0, Yearly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
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