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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-30 |
| PA | RA | APPROVED | 2024-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Marlton | NJ | 06/2022 | 07/2024 |
| Saint Joseph's University | Philadelphia | PA | 08/2019 | 05/2022 |
| Endicott College | Beverly | MA | 08/2018 | 05/2019 |
| La Salle College High School | Wyndmoor | PA | 08/2013 | 05/2018 |
| A Touch Of Nature | Doylestown | PA | 05/2018 | 08/2018 |
| Squires Golf Club | Ambler | PA | 04/2015 | 02/2018 |
| Ameriprise Financial Services, Llc | Marlton | PA | 06/2021 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 10/2024 | Present |
| Liberty Square Wealth Partners | Bethlehem | PA | 09/2024 | 10/2024 |
| Lookaway Golf Club | Buckingham | PA | 08/2024 | 10/2024 |
| Bank Of America, N.A. | Blue Bell | PA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-27 |
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