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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-09 |
Branch Locations
1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States
Glenside, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mycio Wealth Partners, Llc | Philadelphia | PA | 05/2021 | 04/2023 |
| Ethos Capital Advisors | Newtown | PA | 01/2021 | 04/2021 |
| 1847Financial | Conshohocken | PA | 10/2019 | 12/2020 |
| Saint Joseph's University | Philadelphia | PA | 05/2019 | 05/2021 |
| Lyneer Search Group | Philadelphia | PA | 09/2017 | 05/2019 |
| Bubba's Liquor | North Wildwood | NJ | 06/2017 | 09/2017 |
| Mcadam Financial | Philadelphia | PA | 09/2016 | 03/2017 |
| Drexel University | Philadelphia | PA | 09/2014 | 03/2018 |
| Massmutual Greater Philadelphia | New Castle | DE | 05/2023 | 02/2024 |
| Mml Investors Services Llc | New Castle | DE | 04/2023 | 02/2024 |
| Tiaa | Philadelphia | PA | 04/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-03 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-14 |
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