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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-26 |
Branch Locations
One Pitcairn Place 165 Township Line Road, Suite 2300, Jenkintown, PA 19046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | New York | NY | 09/2009 | 02/2021 |
| Retired | Trenton | NJ | 02/2021 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2021 | 06/2024 |
| Amazon | Robbinsville | NJ | 04/2021 | 07/2021 |
| Oppenheimer & Co. Inc. | Jenkintown | PA | 06/2024 | Present |
THE OLIVE GARDEN ITALIAN RESTAURANT-3345 BRUNSWICK PIKE #1, TRENTON, NJ 08648-POSITION/TITLE: WAITER/HOST...START DATE:01/12/25. APPROXIMATELY:0-24 HOURS PER/MONTH WEEKENDS ONLY. NOTE: THIS IS A NON-INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-27 |
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