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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-12 |
Branch Locations
Philadelphia, PA • United States
797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Somerton Springs Swim Club | Feasterville-Trevose | PA | 05/2017 | 08/2017 |
| Kpmg Llp | Philadelphia | PA | 07/2023 | 08/2023 |
| Roman Catholic High School | Philadelphia | PA | 06/2015 | 05/2017 |
| Research Intern | Chester | PA | 09/2023 | 12/2023 |
| Conroy Catering | Philadelphia | PA | 10/2018 | 09/2025 |
| Somerton Springs Swim Club | Feasterville-Trevose | PA | 05/2018 | 08/2018 |
| Gute Financial Services | Fort Washington | PA | 01/2025 | 06/2025 |
| Unemployed | Philadelphia | PA | 06/2025 | 07/2025 |
| Father Judge High School | Philadelphia | PA | 08/2017 | 05/2018 |
| Widener University | Chester | PA | 08/2024 | 12/2024 |
| Fidelity Investments | Villanova | PA | 08/2025 | Present |
| Father Judge High School | Philadelphia | PA | 08/2018 | 10/2018 |
| Mass Mutual | Philadelphia | PA | 06/2024 | 08/2024 |
| Applewood Enterprise Inc. | Horsham | PA | 05/2021 | 08/2021 |
| Somerton Springs Swim Club | Feasterville-Trevose | PA | 05/2019 | 08/2019 |
| Applewood Enterprise Inc | Horsham | PA | 05/2022 | 08/2022 |
| Unemployed | Philadelphia | PA | 03/2020 | 07/2020 |
| Widener University | Chester | PA | 08/2020 | 05/2021 |
| Father Judge High School | Philadelphia | PA | 08/2019 | 03/2020 |
| Widener University | Chester | PA | 08/2021 | 05/2022 |
| Widener University | Chester | PA | 08/2022 | 05/2023 |
| Widener University | Chester | PA | 08/2023 | 05/2024 |
OBA-122450|OrgNmn:Conroy Catering|Org Addr:Philadelph,Pennsylvan,US|OBA Nature:Catering company for weddings |Invst Rel:N|Title:Employee|Duties:Help prepare food for the parties |StrtDt:10-05-18|TotHrs/mon:20|TrdHrs/mon:0|OBA-122495|OrgNmn:Widener University Athletics |Org Addr:Chester ,Pennsylvan,US|OBA Nature:Widener is a non-profit colleg|Invst Rel:N|Title:Employee|Duties:Driving vans to and from cross country meets on weekends. The meets are on Saturdays. |StrtDt:09-13-25|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-04 |
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