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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-22 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Churchville | PA | 06/2025 | 12/2025 |
| Lafayette College | Easton | PA | 08/2021 | 05/2025 |
| Sei Wealth Management | Oaks | PA | 01/2023 | 01/2023 |
| Care.cOm | Churchville | PA | 09/2018 | 09/2024 |
| Council Rock High School South | Holland | PA | 11/2015 | 06/2021 |
| Equitable Advisors, Llc | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
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