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85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-16 |
| PA | RA | APPROVED | 2025-09-16 |
Branch Locations
Egg Harbor Township, NJ • United States
85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2019 | 11/2020 |
| West Chester University | West Chester | PA | 08/2015 | 05/2019 |
| Rams Head Bar & Grill | West Chester | PA | 08/2016 | 03/2019 |
| American Settlement Funding | Havertown | PA | 05/2018 | 09/2018 |
| Uber | Havertown | PA | 03/2019 | 08/2019 |
| Beachwood At The Dunes | Sea Isle | NJ | 05/2019 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 06/2022 | 01/2024 |
| Freedom Mortgage | Mt. Laurel | NJ | 01/2021 | 05/2022 |
| Bank Of America, N.A. | Philadelphia | PA | 06/2022 | 01/2024 |
| Pacer Financial, Inc. | Malvern | PA | 01/2024 | 09/2025 |
| Pacer Advisors, Inc. | Malvern | PA | 01/2024 | 09/2025 |
| Etico | Saratoga Springs | NY | 09/2025 | Present |
| Quartz Partners | Saratoga Springs | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-11 |
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