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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-14 |
| TX | RA | APPROVED | 2024-05-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2018 | 06/2020 |
| Stella And Dot | Scottsdale | AZ | 08/2017 | 06/2018 |
| Base Commerce | Tempe | AZ | 04/2016 | 07/2017 |
| Self Employed | San Francisco | CA | 09/2018 | 04/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2020 | 05/2024 |
| Rover | Lansdowne | PA | 09/2021 | 06/2022 |
| The Treehouse: A Children's Museum | Lansdowne | PA | 06/2022 | Present |
| Janney Montgomery Scott Llc | Philadelphia | PA | 05/2024 | Present |
Lansdowne Economic Development Corporation, Lansdowne, PA. Board Member (02/2023) - run volunteer events for the org including a volunteer appreciation event. Not investment related, not compensated, 10 hrs./month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-05 |
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