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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-14 |
| PA | RA | APPROVED | 2024-12-06 |
Branch Locations
1900 Market Street, Philadelphia, PA 19103 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Philadelphia | PA | 04/2021 | 06/2023 |
| Pnc Bank | Pittsburgh | PA | 02/2019 | 01/2021 |
| Unemployed | Pittsburgh | PA | 05/2018 | 02/2019 |
| Indiana University Of Pennsylvania | Indiana | PA | 08/2012 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 07/2023 | 12/2024 |
| Bank Of America, N.A. | Philadelphia | PA | 08/2023 | 12/2024 |
| Td Bank N.A. | Philadelphia | PA | 12/2024 | Present |
| Td Private Client Wealth Llc | Philadelphia | PA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-28 |
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