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Philadelphia, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockheed Martin Corporation | Mt Laurel | NJ | 07/2022 | Present |
| Ho-Ho-Kus Inc. | Paterson | NJ | 06/2018 | 06/2022 |
| Preferred Management | Westwood | NJ | 06/2016 | 09/2017 |
| Purdue University | West Lafayette | IN | 08/2018 | 05/2022 |
| River Dell High School | Oradell | NJ | 09/2014 | 06/2018 |
| Menzel Asset Management Llc | Philadelphia | PA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-07 |
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