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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
| PA | RA | APPROVED | 2025-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Bala Cynwyd | PA | 11/2020 | 02/2023 |
| Mml Investor Services, Llc | Bala Cynwyd | PA | 05/2021 | 02/2023 |
| Compass Pro Bono | Wynnewood | PA | 10/2019 | 06/2020 |
| Unemployed | Doylestown | PA | 06/2020 | 11/2020 |
| Creoal Consulting | Newtown | PA | 09/2017 | 05/2018 |
| Unemployed | Doylestown | PA | 06/2011 | 09/2017 |
| Unemployed | Doylestown | PA | 06/2018 | 10/2019 |
| The Vanguard Group, Inc | Malvern | PA | 09/2023 | 01/2024 |
| Unemployed | Doylestown | PA | 03/2023 | 09/2023 |
| The Vanguard Group, Inc | Doylestown | PA | 01/2024 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 09/2025 | Present |
| Novi Wealth Partners | Princeton | NJ | 01/2025 | 05/2025 |
| Umemployed | Doylestown | PA | 05/2025 | 09/2025 |
| Unemployed | Doylestown | PA | 10/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-02 |
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