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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-09 |
| PA | RA | APPROVED | 2026-06-08 |
Branch Locations
1240 Bethlehem Pike, Flourtown, PA 19031 • United States
70 Morristown Road, Bernardsville, NJ 07924 • United States
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 |
|---|---|---|---|---|
| Td Bank N.A. | Flourtown | PA | 06/2026 | Present |
| Td Private Client Wealth Llc | Flourtown | PA | 06/2026 | Present |
| The Vanguard Group, Inc. | Malvern | PA | 09/2019 | 03/2021 |
| Santander Bank | Broomall | PA | 08/2018 | 09/2019 |
| Td Bank | Mount Laurel | NJ | 01/2018 | 08/2018 |
| Power Home Remodeling | Chester | PA | 10/2017 | 01/2018 |
| Key Bank | Pottstown | PA | 05/2017 | 10/2017 |
| Nutrisystem | Fort Washington | PA | 12/2016 | 02/2017 |
| Ricoh Usa | Wayne | PA | 08/2016 | 12/2016 |
| Lincoln Investment | Fort Washington | PA | 08/2021 | 09/2023 |
| Unemployed | Philadelphia | PA | 03/2021 | 05/2021 |
| Citadel Federal Credit Union | Montgomeryville | PA | 05/2021 | 07/2021 |
| Lincoln Financial Securities | Philadelphia | PA | 09/2023 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Glen Mills | PA | 03/2024 | 06/2024 |
| Wells Fargo Bank, Na | Glen Mills | PA | 03/2024 | 06/2024 |
| Fidelity Investments | Jacksonville | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-07 |
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