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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-04 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
300 Bellevue Suite 300, Wilmington, DE 19809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Execution Brokers, Lp | Bala Cynwyd | PA | 07/2005 | 06/2021 |
| Susquehanna Financial Group, Lllp | Bala Cynwyd | PA | 06/2008 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | 09/2021 |
| Wsfs Wealth Investments | Greenville | DE | 06/2021 | 09/2021 |
| Commonwealth Financial Network | Waltham | MA | 09/2021 | 09/2025 |
| Wsfs Wealth Investments | Greenville | DE | 09/2021 | 09/2025 |
| Bryn Mawr Trust Advisors | Wilmington | DE | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-23 |
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