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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aftermath Public Adjusters | Hammonton | NJ | 01/2009 | 12/2016 |
| M&T Bank | Bensalem | PA | 07/2016 | 10/2019 |
| M&T Securities | Bensalem | PA | 04/2018 | 10/2019 |
| Equitable Advisors, Llc | New York | NY | 10/2019 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bluebell | PA | 07/2022 | Present |
| Wsp Usa Services | Winchester | VA | 08/2014 | 12/2020 |
| Bank Of America, N.A. | Blue Bell | PA | 09/2022 | Present |
I*1308255 Entity Type: For Profit Name of outside business organization: Ritz Alpha Holdings LLC Investment related: No Address of business: Mohnton, Pennsylvania 19540 Position, title, association: General Partner/Managing Member Start date of relationship: 5/20/2023 Number of hours devoted: 1 hour Yearly Number of hours devoted during trading hours: 1 hr annually Duties: Business activities. My role is cash flow and growth management I*1680257 Entity Type, Charitable Name of OBA: Save the Schuykill Address: Investment Related: No Position, Title, Association: Board Member Employee Start Date:02/01/2024 No Hours: 2 hrs WKLY No Hours during trading: 0 Duties: cleaning and preventing pollution of the Schuykill River I*3367269 Entity Type: Charitable Name of OBA: changemakers Address: Pottstown, Pennsylvania, 19422 Investment Related: No Position, Title, Association: Volunteer Employee Start Date: 01/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Help historically excluded groups help spread awareness
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-23 |
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