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Account
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520 Madison Avenue, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-27 |
| OR | RA | APPROVED | 2025-11-12 |
| MA | RA | APPROVED | 2025-10-16 |
| AZ | RA | APPROVED | 2025-09-24 |
| FL | RA | APPROVED | 2025-09-17 |
| VI | RA | APPROVED | 2025-07-15 |
| ND | RA | APPROVED | 2025-07-08 |
| NV | RA | APPROVED | 2025-07-02 |
| NJ | RA | APPROVED | 2025-07-02 |
| OH | RA | APPROVED | 2025-07-02 |
| WV | RA | APPROVED | 2025-07-02 |
| GA | RA | APPROVED | 2025-07-01 |
| LA | RA | APPROVED | 2025-07-01 |
| NM | RA | APPROVED | 2025-07-01 |
| UT | RA | APPROVED | 2025-07-01 |
| VT | RA | APPROVED | 2025-07-01 |
| AL | RA | APPROVED | 2025-06-30 |
| AK | RA | APPROVED | 2025-06-30 |
| AR | RA | APPROVED | 2025-06-30 |
| CA | RA | APPROVED | 2025-06-30 |
| CO | RA | APPROVED | 2025-06-30 |
| CT | RA | APPROVED | 2025-06-30 |
| DE | RA | APPROVED | 2025-06-30 |
| HI | RA | APPROVED | 2025-06-30 |
| ID | RA | APPROVED | 2025-06-30 |
| IL | RA | APPROVED | 2025-06-30 |
| IN | RA | APPROVED | 2025-06-30 |
| IA | RA | APPROVED | 2025-06-30 |
| KS | RA | APPROVED | 2025-06-30 |
| KY | RA | APPROVED | 2025-06-30 |
| ME | RA | APPROVED | 2025-06-30 |
| MD | RA | APPROVED | 2025-06-30 |
| MI | RA | APPROVED | 2025-06-30 |
| MN | RA | APPROVED | 2025-06-30 |
| MS | RA | APPROVED | 2025-06-30 |
| MO | RA | APPROVED | 2025-06-30 |
| MT | RA | APPROVED | 2025-06-30 |
| NE | RA | APPROVED | 2025-06-30 |
| NH | RA | APPROVED | 2025-06-30 |
| NY | RA | APPROVED | 2025-06-30 |
| NC | RA | APPROVED | 2025-06-30 |
| OK | RA | APPROVED | 2025-06-30 |
| PA | RA | APPROVED | 2025-06-30 |
| PR | RA | APPROVED | 2025-06-30 |
| RI | RA | APPROVED | 2025-06-30 |
| SC | RA | APPROVED | 2025-06-30 |
| SD | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-30 |
| VA | RA | APPROVED | 2025-06-30 |
| WA | RA | APPROVED | 2025-06-30 |
| WI | RA | APPROVED | 2025-06-30 |
| WY | RA | APPROVED | 2025-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hirtle, Callaghan & Co. Llc | Conshohocken | PA | 02/2019 | 12/2020 |
| Kessler Topaz Meltzer And Check Llp | Radnor | PA | 06/2018 | 01/2019 |
| Ulta Beauty | Springfield | PA | 05/2016 | 08/2017 |
| Phillips Museum Of Art | Lancaster | PA | 09/2015 | 05/2018 |
| Franklin & Marshall College | Lancaster | PA | 07/2014 | 05/2018 |
| Venerable (Viac Services Co.) | West Chester | PA | 02/2021 | 08/2022 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 05/2023 | 06/2025 |
| West Chester University | West Chester | PA | 08/2019 | 05/2023 |
| Jefferies Llc | New York | NY | 06/2025 | 08/2026 |
| Jefferies Investment Advisers, Llc | New York | NY | 06/2025 | 08/2026 |
| Orion Portfolio Solutions, Llc | King Of Prussia | PA | 08/2026 | Present |
| Brinker Capital Securities, Llc | King Of Prussia | PA | 08/2026 | Present |
the name of the other business; Poshmark whether the business is investment-related; No the address of the other business; Online the nature of the other business; Sell vintage clothing and homewares the start date of your relationship; May 2018 the approximate number of hours/month you devote to the other business; 4 the number of hours you devote to the other business during securities trading hours; 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-20 |
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