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1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-10 |
| PA | RA | APPROVED | 2022-11-11 |
Branch Locations
1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Philadelphia | PA | 02/2021 | 04/2022 |
| Rbc Capital Markets, Llc | Philadelphia | PA | 06/2018 | 12/2018 |
| Rbc Capital Markets, Llc | Philadelphia | PA | 01/2019 | 01/2021 |
| Lascala's | Philadelphia | PA | 06/2018 | 10/2018 |
| The Bead Garden | Havertown | PA | 05/2015 | 08/2017 |
| Temple University | Philadelphia | PA | 08/2016 | 12/2020 |
| Fidelity Investments | Philadelphia | PA | 04/2022 | 09/2022 |
| Amplius Wealth Advisors | Blue Bell | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-24 |
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