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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-03 |
| PA | RA | APPROVED | 2026-03-17 |
Branch Locations
30 South 17Th Street Suite 204, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Wayne | PA | 09/2021 | 01/2026 |
| Doordash | Philadelphia | PA | 04/2021 | 12/2021 |
| Gettacar | Philadelphia | PA | 01/2020 | 04/2021 |
| Chariot Valet | Conshohocken | PA | 08/2017 | 09/2021 |
| West Chester University | West Chester | PA | 08/2015 | 05/2019 |
| Ropeadope Records | Haddon Heights | NJ | 08/2019 | 12/2019 |
| Nylife Securities, Llc | Wayne | PA | 09/2021 | 01/2026 |
| Eagle Strategies, Llc | Wayne | PA | 08/2024 | 01/2026 |
| Mml Investors Services, Llc | Radnor | PA | 03/2026 | Present |
| Massmutual Life Insurance Co | Radnor | PA | 03/2026 | Present |
| Nylife Securities, Llc | New York | NY | 02/2026 | 03/2026 |
| Beatstars | Philadelphia | PA | 05/2022 | 05/2023 |
| Unemployed | Philadelphia | PA | 08/2021 | 12/2021 |
NAME: AVERY'S HOPE INV REL: Y ADD: 11 ARDEN WAY, NEW HOPE PA 18938-1263 NATURE: NON-PROFIT ORGANIZATION POSITION: BOARD MEMBER & CO-TREASURER START DATE: 08/03/2026 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: HELP WITH SET UP, PARTICIPATION AND ORGANIZATION OF FUNDRAISING ACTIVITIES, PARTICIPATE IN BOARD MEETING, REVIEW AND UPDATE BALANCE SHEET.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-14 |
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