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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-24 |
| TX | RA | APPROVED | 2023-01-24 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glenn Oak Country Club | Waverly | PA | 06/2018 | 08/2018 |
| Aratus Capital | London | 05/2017 | 07/2017 | |
| Legend Financial Advisors | Pittsburgh | PA | 01/2017 | 05/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2018 | 10/2019 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2014 | 04/2018 |
| Goldman Sach & Co. Llc | Philadelphia | PA | 10/2019 | 10/2022 |
| Unemployed | Dalton | PA | 05/2018 | 05/2018 |
| Jpmorgan Chase Bank, Na | Philadelphia | PA | 10/2022 | Present |
| Jpmorgan Securities Llc | Philadelphia | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-30 |
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