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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-15 |
| PA | RA | APPROVED | 2026-02-06 |
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 |
|---|---|---|---|---|
| Cor Expeditions | Lander | WY | 06/2025 | Present |
| The Culture Project | Wynnewood | PA | 06/2023 | 05/2025 |
| University Of Virginia | Charlottesville | VA | 08/2021 | 05/2023 |
| Rita's Italian Ice | Chantilly | VA | 04/2021 | 08/2022 |
| Doordash | San Francisco | CA | 01/2021 | 04/2023 |
| Northern Virginia Commuity College | Manassas | VA | 08/2019 | 05/2021 |
| Cinemark | Centreville | VA | 09/2017 | 06/2019 |
| Southwestern Youth Association | Centreville | VA | 04/2015 | 06/2018 |
| Westfield High School | Chantilly | VA | 08/2015 | 06/2019 |
| Equitable Advisors Llc | New York | NY | 02/2026 | Present |
1) 6/1/2025 - COR Expeditions- 300 Lincoln St. Lander WY 82520 - Independent contractor - adjunct instructor 1 week a month - not investment related. 2) 01/25/2026, choir member, St. Mary's Catholic Church, 140 W Hector St. Conshohocken, PA 19428, 16 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-03 |
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