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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-02-19 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| HI | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| DE | RA | APPROVED | 2023-11-01 |
| NY | RA | APPROVED | 2023-11-01 |
| VA | RA | APPROVED | 2023-11-01 |
| MA | RA | APPROVED | 2023-08-09 |
| NC | RA | APPROVED | 2023-08-03 |
| IA | RA | APPROVED | 2023-07-31 |
| PA | RA | APPROVED | 2023-07-31 |
| WA | RA | APPROVED | 2023-07-31 |
| CT | RA | APPROVED | 2023-07-28 |
| OH | RA | APPROVED | 2023-07-28 |
| TX | RA | APPROVED_RES | 2023-07-28 |
| NJ | RA | APPROVED | 2023-07-27 |
Branch Locations
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2021 | 01/2023 |
| Atlantic Cape Community College | Mays Landing | NJ | 05/2012 | 05/2017 |
| Independently Contracted | Atlantic County | NJ | 05/2016 | 11/2016 |
| Saint Joseph's University | Philadelphia | PA | 08/2017 | 05/2019 |
| Starbucks | Atlantic City | NJ | 03/2017 | 08/2017 |
| Callaghan Thompson & Thompson, P.A. | Atlantic City | NJ | 05/2018 | 06/2021 |
| J.F. Kiely Construction Co. | Hammonton | NJ | 06/2021 | 07/2021 |
| Td Private Client Wealth Llc | Marlton | NJ | 07/2023 | Present |
| Td Bank N.A. | Marlton | NJ | 07/2023 | Present |
| Unemployed | Philadelphia | PA | 01/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-27 |
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