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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-19 |
Branch Locations
Three Radnor Corporate Center Suite 210 100 Matsonford Road, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Conshohocken | PA | 09/2019 | 04/2024 |
| Israel Lacrosse Association | Ashkelon | 06/2018 | 08/2019 | |
| Middlebury College | Middlebury | VT | 09/2014 | 05/2018 |
| Middlebury College Scott Center For Spiritual & Religious Life | Middlebury | VT | 09/2017 | 05/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | 04/2024 |
| Sanctuary Securities, Inc. | Radnor | PA | 04/2024 | Present |
| Sanctuary Advisors Llc | Radnor | PA | 04/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | Present |
1) Name: Jewish National Fund - JNFuture Philadelphia Position: Board Member Nature: JNF is a nonprofit organization and United Nations NGO (non-governmental organization) that gives all generations of Jews a unique voice in building a prosperous future for the land of Israel and its people. JNFuture is a community of young philanthropists of Jewish National Fund-USA, ages 22-40, who share a commitment and passion for Israel. Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 10/28/2021 Address: 150 Monument Rd #107, Bala Cynwyd PA 19004, United States Description: Attend board meetings, attend events, recruit for events. 2) Name: Jewish Federation of Greater Philadelphia - NextGen Position: Vice Chair Nature: Jewish Federation of Greater Philadelphia covers three key roles: convening the community, encouraging & stewarding the generosity of our donors, and making grants to meet critical needs. NextGen is a group of leaders and philanthropists in their 20s, 30s and early 40s, looking to give back as they build community. They connect over social events, volunteer opportunities and mission trips around the world. Investment Related: No Hours: 10 Securities Trading Hours: 1 Start Date: 12/01/2020 Address: 2001 Market St Suite 2300, Philadelphia PA 19103, United States Description: Attend board meetings, attend events, recruit for events. 3) JEWISH NATIONAL FUND - JNFUTURE PHILADELPHIA POSITION: Board President NATURE: JNF is a nonprofit organization- Officer / Director INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/28/2021 ADDRESS: 150 Monument Rd #107, Bala Cynwyd PA 19004, United States DESCRIPTION: Officer / Director - Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
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