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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-18 |
| NY | RA | APPROVED | 2026-08-17 |
Branch Locations
161 Washington St Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Buffalo | NY | 07/2011 | 11/2023 |
| M&T Securities, Inc. | Baltimore | MD | 07/2011 | 06/2021 |
| Mml Investors Services, Llc | Amherst | NY | 05/2026 | 08/2026 |
| Massmutual Life Insurance Co | Amherst | NY | 05/2026 | 08/2026 |
| St. Joesph's Collegiate Institute | Buffalo | NY | 04/2026 | Present |
| Kenmore Tonawanda Union Free School District | Buffalo | NY | 01/2026 | 04/2026 |
| Walmart Spark Ddi Services | Bentonville | AR | 02/2026 | 04/2026 |
| Amazon Flex | Seattle | WA | 03/2026 | 03/2026 |
| Lpl Financial Llc | Fort Mill | SC | 06/2021 | 10/2023 |
| Lpl Financial Llc | Fort Mill | SC | 12/2023 | 01/2026 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 08/2026 | Present |
ST JOSEPH’S COLLEGIATE INSTITUTE | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: SPORTS BUS DRIVER | ADDRESS: 845 KENMORE AVE, BUFFALO, NY 14223 | START DATE: 04/2026 | NATURE OF ACTIVITY: TRANSPORTATION | APPROX HRS PER MTH: 6 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: DRIVING HIGH SCHOOL STUDENTS TO SPORTS EVENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-11 |
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