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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 04/2021 | 10/2024 |
| Bealstone Inc. | King Of Prussia | PA | 08/2020 | 03/2021 |
| Washington College | Chestertown | MD | 01/2017 | 05/2020 |
| Washington College | Chestertown | MD | 03/2019 | 05/2020 |
| The Springhaven Club | Wallingford | PA | 05/2018 | 09/2018 |
| Coerver Coaching | Cumberland | MD | 06/2017 | 08/2017 |
| The Springhaven Club | Wallingford | PA | 06/2014 | 09/2017 |
| Washington College | Chestertown | MD | 08/2016 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 10/2024 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-22 |
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