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Blue Bell, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 07/2019 | 10/2019 |
| J.P. Morgan Securities, Llc. | Philadelphia | PA | 07/2019 | 10/2019 |
| Police And Fire Federal Credit Union | Philadelphia | PA | 10/2016 | 10/2018 |
| Unemployed | Elkins Park | PA | 11/2018 | 06/2019 |
| Unemployed | Philadelphia | PA | 02/2016 | 09/2016 |
| Pnc | Horsham | PA | 10/2019 | Present |
| Courtside Wealth Partners Llc | Elkins Park | PA | 06/2024 | Present |
Nisiar Smith is a Financial Wellbeing Coach at On The Goga, located at 21 S 11th St, Philadelphia, PA 19107. Mr. Smith began this role 05/18/2023 and devotes approximately 4 hours per month, 1 hour during securities trading hours to this activity. In this role he facilitates financial education programming to corporate clients. The programming consists of topics centered around credit education, budgeting, and mindset. This activity is not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-12 |
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