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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-18 |
| PA | RA | APPROVED | 2024-10-04 |
Branch Locations
Philadelphia, PA • United States
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 06/2019 | 06/2023 |
| Auctus Wealth Management | Clarks Summit | PA | 09/2018 | 06/2023 |
| Jpl Consulting Llc | Clarks Summit | PA | 09/2018 | 06/2023 |
| National Securities Corporation | New York | NY | 09/2018 | 06/2019 |
| Unemployed | Clarks Summit | PA | 05/2018 | 09/2018 |
| The Haverford Trust Company | Radnor | PA | 05/2017 | 08/2017 |
| Full-Time Education | Clarks Summit | PA | 09/2011 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 06/2023 | 10/2024 |
| Bank Of America, N.A. | Philadelphia | PA | 07/2023 | 10/2024 |
| Equitable Advisors, Llc | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-26 |
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