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2400 Market St. Suite 216, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-05 |
| PA | RA | APPROVED | 2025-05-26 |
Branch Locations
2400 Market St. Suite 216, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zenith Wealth Partners | Philadelphia | PA | 01/2024 | Present |
| Mass General Brigham | Somerville | MA | 07/2022 | 01/2024 |
| Boston Property Group | Brighton | MA | 05/2021 | 07/2022 |
| Tjx Companies | Farmingham | MA | 01/2021 | 06/2021 |
| Northeastern's Student Employment Office | Boston | MA | 01/2020 | 12/2020 |
| French International School | Hong Kong | 01/2015 | 08/2017 | |
| Hong Kong International School | Hong Kong | 08/2017 | 05/2019 | |
| Traveling | Hong Kong | 05/2019 | 09/2019 | |
| Northeastern University | Boston | MA | 09/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-24 |
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