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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
| PA | RA | APPROVED | 2026-03-19 |
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 |
|---|---|---|---|---|
| Reliance Matrix | Philadelphia | PA | 06/2023 | 03/2026 |
| Unemployed | Philadelphia | PA | 08/2022 | 06/2023 |
| Catalent Pharmaceuticals | Philadelphia | PA | 05/2022 | 08/2022 |
| Arthur. Gallagherinsurance | Philadelphia | PA | 06/2018 | 05/2022 |
| Temple University Fox School Of Business | Philadelphia | PA | 08/2014 | 05/2018 |
| Equitable Advisors Llc | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-08 |
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