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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-01 |
| NY | RA | APPROVED | 2023-12-15 |
Branch Locations
382 Springfield Avenue Suite 400, Summit, NJ 07901 • United States
New York, NY • United States
200 Park Avenue Suite 150, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | North Wales | PA | 06/2018 | 03/2019 |
| Weis Markets | Bloomsburg | PA | 10/2017 | 05/2018 |
| Home Depot | Bloomsburg | PA | 11/2015 | 09/2017 |
| Sprint | Wayne | PA | 05/2017 | 08/2017 |
| Bloomsburg University | Bloomsburg | PA | 01/2014 | 05/2018 |
| Citizens Securities, Inc. | North Wales | PA | 08/2018 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 03/2019 | 02/2021 |
| Darden Restaurants, Inc. | Bloomsburg | PA | 08/2016 | 09/2016 |
| Whelan Security Company, Inc. | University Park | PA | 09/2017 | 09/2017 |
| Santander Securities, Llc | Dorchester | MA | 02/2021 | 03/2022 |
| Doordash | Philadelphia | PA | 10/2021 | 03/2022 |
| Santander Bank, Na | Boston | MA | 02/2021 | 03/2022 |
| Fidelity Investments | Philadelphia | PA | 03/2022 | 08/2023 |
| Oppenheimer & Co. | Summit | NJ | 11/2023 | Present |
| Unemployed | Philadelphia | PA | 08/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-04 |
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