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150 North Radnor Chester Road Ste F110, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
| PA | RA | APPROVED | 2026-03-20 |
Branch Locations
150 North Radnor Chester Road Ste F110, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisros, Llc | New York | NY | 08/2019 | 10/2021 |
| Jeffrey A. Miller Catering | Philadelphia | PA | 09/2018 | 11/2019 |
| Sugarhouse Casino | Philadelphia | PA | 03/2019 | 07/2019 |
| Bob Casey For Senate | Philadelphia | PA | 09/2018 | 11/2018 |
| Transperfect Legal Solutions | Philadelphia | PA | 01/2018 | 09/2018 |
| Gnc | Philadelphia | PA | 02/2017 | 10/2017 |
| Temple University | Philadelphia | PA | 08/2015 | 05/2019 |
| United Capital Financial Advisors, Llc | Irving | TX | 10/2021 | 05/2024 |
| Bny Securities Corporation | Philadelphia | PA | 06/2025 | 03/2026 |
| Bny | Philadelphia | PA | 04/2024 | 03/2026 |
| Presilium Private Wealth, Llc | Radnor | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-12 |
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