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1000 Madison Avenue Suite 208, Audubon, PA 19403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-14 |
Branch Locations
1000 Madison Avenue Suite 208, Audubon, PA 19403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 06/2019 | 02/2020 |
| Full Time Education - Temple University | Philadelphia | PA | 08/2018 | 05/2019 |
| Merrill Lynch | Philadelphia | PA | 06/2018 | 08/2018 |
| Full Time Education - Temple University | Philadelphia | PA | 08/2017 | 05/2018 |
| Dan Dan Restaurant | Wayne | PA | 05/2017 | 12/2017 |
| Full Time Eduaction - Temple University | Philadelphia | PA | 08/2016 | 05/2017 |
| Bank Of America, N.A. | Philadelphia | PA | 10/2019 | 03/2021 |
| Vanguard | Malvern | PA | 10/2020 | 03/2021 |
| Thrive Wealth Management, Llc | Audubon | PA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-01 |
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