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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-04 |
| PA | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 09/2025 | Present |
| Stonehenge Advisors | Philadelphia | PA | 06/2022 | 06/2025 |
| Lower Merion Auto Service | Bala Cynwyd | PA | 04/2019 | 09/2020 |
| Lower Merion High School | Ardmore | PA | 08/2017 | 03/2021 |
| Bala Cynwyd Middle School | Bala Cynwyd | PA | 01/2013 | 06/2017 |
| Temple University | Philadelphia | PA | 03/2021 | 05/2025 |
| Bank Of America, N.A. | Philadelphia | PA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-30 |
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