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1835 Market Street Suite 500, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-02-07 |
| PA | RA | APPROVED | 2024-02-07 |
Branch Locations
1835 Market Street Suite 500, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Wealth Management,Inc. | Wilmington | DE | 09/2013 | 01/2018 |
| Coastal Equities, Inc. | Wilmington | DE | 10/2013 | 11/2017 |
| Mercap Securities, Llc | Paoli | PA | 11/2017 | 12/2019 |
| Affinity Wealth Management, Llc | Wilmington | DE | 02/2018 | 10/2023 |
| Delaware State University | Dover | DE | 01/2017 | 12/2019 |
| Bryn Mawr Capital Management, Llc | Rehobeth | DE | 12/2023 | 01/2024 |
| Roffman Miller Associates, Inc. | Philadelphia | PA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-12-01 |
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