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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2025-12-02 |
| PA | RA | APPROVED | 2025-10-02 |
Branch Locations
695 Baltimore Pike, Springfield, PA 19064 • United States
101 W Macdade Blvd, Folsom, PA 19033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brian Cover Insurance Agency | Philadelphia | PA | 08/2024 | 11/2024 |
| Jeffery Castillo Insurance Agency | Philadelphia | PA | 04/2024 | 08/2024 |
| Philadelphia Federal Credit Union | Philadelphia | PA | 03/2023 | 04/2024 |
| Sweetgreen | Philadelphia | PA | 07/2022 | 02/2023 |
| Unemployed | Philadelphia | PA | 01/2022 | 09/2022 |
| Ll Ny Payroll | Philadelphia | PA | 09/2021 | 01/2022 |
| Community College Of Philadelphia | Philadelphia | PA | 08/2020 | 01/2022 |
| Sayre Highschool | Philadelphia | PA | 12/2019 | 05/2020 |
| Lenape Highschool | Medford | NJ | 09/2019 | 12/2019 |
| Burlington County Institue Of Technology | Medford | NJ | 09/2016 | 09/2019 |
| Harrington Middle School | New Jersey | NJ | 09/2014 | 09/2019 |
| State Farm Vp Management Corp. | Philadelphia | PA | 10/2024 | 11/2024 |
| Lpl Enterprise | Warrington | PA | 02/2025 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 08/2025 | Present |
| Stephanie Reiata State Farm Llc | Glenside | CA | 06/2025 | 08/2025 |
| Mt Laurel Frex Mex | Mount Laurel | PA | 03/2019 | 12/2019 |
| Southwest P5 | Drexel Hill | PA | 03/2021 | 06/2021 |
| Rose Group | Philadelphia | PA | 07/2021 | 10/2021 |
| Wendcentral Historical Data | Philadelphia | PA | 02/2022 | 03/2023 |
| Bank Of America, N.A | Philadelphia | PA | 10/2025 | Present |
I*2797269 Entity Type: For Profit Name of OBA: Modern Now Innovations LLC Address:Philadelphia Pennsylvania Investment Related:No Position, Title, Association:Owner Start Date:07/27/2023 No Hours: 3 Monthly No Hours during trading:0 Monthly Duties:Licenses out patent, a patent for an adjustable needle meant to tailor clothing. Review records, communicate with manufactures.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-20 |
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