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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-15 |
| TX | RA | APPROVED | 2010-02-16 |
| CT | RA | APPROVED | 2010-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Joseph'S University | Philadelphia | PA | 09/2005 | Present |
| Bank Of America, N.A. | Scranton | PA | 07/2010 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scranton | PA | 01/2010 | Present |
I*844270 For profit or not for profit: Entity For Profit Name of outside business organization: FHS Group LLC Investment related: N Address of business: Forty Fort, Pennsylvania, 18704 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 9/1/2022 Number of hours devoted: 24 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , This entity was formed to make an investment in a restaurant that is operated by a family member (cousin). My wife and I are silent partners. I*559251 For profit or not for profit: Entity For Profit Name of outside business organization: Big Stretch LLC Investment related: Y Address of business: Harveys Lake, Pennsylvania, 18618 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 11/15/2021 Number of hours devoted: 12 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Passive Real Estate Investment I*120411 For profit or not for profit: For-Profit Organization Name of outside business organization: Brewtown Holdings LLC Address of business: Philadelphia, Pennsylvania 19103 Nature of business: LLC, Compensation for Activity: N Position, title, association: Limited Partner, Start date of relationship: 1/31/2019 Number of hours devoted: 4 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Rental income. I have no other responsibilities once purchased. I*133490 For profit or not for profit: Non-Profit Organization Name of outside business organization: Anthractie Scholarship Fund Investment related: Address of business: Scranton, Pennsylvania 18510 Nature of business: Charitable Organization, Compensation for Activity: Position, title, association: Committee Member, Start date of relationship: 10/1/2020 Number of hours devoted: 25 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: The Anthracite Scholarship fund awards college scholarships to aspiring students involved in the playing or support of local golf.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-20 |
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