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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-19 |
| NJ | RA | APPROVED | 2025-12-18 |
Branch Locations
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dalzell Trading, Llc | Natick | MA | 03/2019 | 03/2023 |
| Schneider Capital Management | Wayne | PA | 06/2016 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 03/2023 | 04/2023 |
| Bank Of America, N.A. | Princeton | NJ | 04/2023 | 12/2025 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-15 |
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