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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-02 |
| GA | RA | APPROVED | 2022-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 12/2019 | 03/2021 |
| Penn State University | University Park | PA | 05/2015 | 06/2019 |
| Penn State Univeristy Recreation | University Park | PA | 06/2017 | 10/2018 |
| Webb Capital Management | Indianapolis | IN | 06/2019 | 12/2019 |
| Vanguard | Charlotte | NC | 03/2021 | 05/2021 |
| Ubs Financial Services Inc | Pittsburgh | PA | 05/2021 | 04/2022 |
| Invesco | Atlanta | GA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-25 |
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