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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
221 West Philadelphia Street Suite 301, York, PA 17401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | York | PA | 04/2018 | 03/2019 |
| Utz Quality Foods | Hanover | PA | 05/2017 | 05/2018 |
| The Glatfelter Agency | York | PA | 09/2017 | 01/2018 |
| Kennie's Markets | Spring Grove | PA | 06/2013 | 05/2017 |
| Christ American Baptist Church | Spring Grove | PA | 05/2011 | Present |
| The Prudential Insurance Company Of America | York | PA | 09/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 04/2019 | 08/2021 |
| Bank Of America, N.A. | Hunt Valley | MD | 08/2021 | 01/2024 |
| Morgan Stanley | York | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-28 |
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