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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED_RES | 2024-11-07 |
| NJ | RA | APPROVED | 2024-10-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Malvern | PA | 05/2019 | 03/2020 |
| World Financial Group, Inc. | Malvern | PA | 01/2017 | 03/2020 |
| Homemaker | Wilmette | IL | 01/2010 | 01/2017 |
| Pruco Securities Llc | Chalfont | PA | 03/2020 | 11/2021 |
| Prudential Insurance Company Of America | Chalfont | PA | 03/2020 | 11/2021 |
| Mml Investors Services Llc | Warren | NJ | 11/2021 | 10/2024 |
| Massmutual Life Insurance Co | Warren | NJ | 11/2021 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 09/2024 | Present |
| Bank Of America, N.A. | Princeton | NJ | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-22 |
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