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150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-23 |
Branch Locations
150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Conshohocken | PA | 09/2015 | Present |
| U.S. Trust | Conshohocken | PA | 09/2015 | 05/2017 |
| Consulting | Wayne | PA | 05/2017 | 03/2018 |
| Villanova University | Villanova | PA | 03/2018 | 11/2020 |
| Consulting | Wayne | PA | 11/2020 | 03/2021 |
| Independence Square Holdings, Llc | King Of Prussia | PA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-23 |
| S66 | Uniform Combined State Law Examination | 2004-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-09 |
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