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30 S. Main Street, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co., Llc. | New York | NY | 07/2019 | 09/2021 |
| Goldman Sachs & Co | New York | NY | 05/2018 | 08/2018 |
| Keybank National Association | New York | NY | 05/2017 | 08/2017 |
| Star Mountain Capital | New York | NY | 03/2017 | 05/2017 |
| Fordham University | New York | NY | 08/2015 | 05/2019 |
| The Investment Center, Inc. | Yardley | PA | 10/2021 | Present |
| Prometheus Capital Management | Yardley | PA | 10/2021 | Present |
1. PROMETHEUS CAPTIAL MGT CORP RIA (DBA). EMPLOYEE/ASSOCIATE. HELP WITH DAILY ACTIVITIES OF RUNNING RIA INCLUDING CLIENT SERVICE WORK, CLIENT ONBOARDING AND SOLICITATION OF NEW REPS. TIME DEVOTED: >60%. ANNUAL INCOME: >60%. CARRIES SEPARATE E&O: MARKEL AMERICAN (FP8281M). ESTABLISHED 10/1/21. 2. INSURANCE. INDEPENDENT FIXED INSURANCE BUSINESS-WILL BE PA INSURANCE LICENSED PRODUCER (& EVENTUALLY OTHER STATES) FOR LIFE ACCIDENT, HEALTH, FIXED ANNUITY, PROPERTY AND CASUALTY. AGENT/REP. ASSIST IN SOLICITATION OF LIFE, ACCIDENT, HEALTH, FIXED INS, PERFORM DUTIES OF AN AGENT. TIME DEVOTED:1-20%. ANNUAL INCOME:1-20%. CARRIES SEPARATE E&O: MARKEL AMERICAN (FP8121M). ESTABLISHED JAN 2022 (PASSED LIFE ACCIDENT HEALTH EXAM ON 1/4/22 AND PROPERTY & CASUALTY ON 1/19/22). 3. SJREIA (South Jersey Real Estate Investors Association). SUB-GROUP LEADER: UNPAID VOLUNTEER POSITION AT THE LOCAL CHAPTER LEVEL, KEY DUTIES INCLUDE HELPING ORGANIZE PERSONAL REAL-ESTATE SPEAKER PANELS, COORDINATE NETWORKING LOCAL NETWORK EVENTS & POTENTIALLY FUTURE EDUCATION SEMINAR ON HIGH LEVEL FINANCIAL PLANNING TIPS FOR LANDLORDS. TIME DEVOTED: 1-20%. NO INCOME. DATE ESTABLISHED: 3/6/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-16 |
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