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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
| PA | RA | APPROVED | 2025-08-04 |
Branch Locations
899 Cassatt Road Suite 100, Berwyn, PA 19312 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 05/2010 | 07/2024 |
| Atlantic Pool Service | Wayne | PA | 08/2011 | 04/2017 |
| University Of Pennsylvania Football | Philadelphia | PA | 10/2015 | 06/2025 |
| Self Employed | San Francisco | CA | 09/2018 | 01/2021 |
| Holy Child Academy | Drexel Hill | PA | 12/2022 | 03/2024 |
| Morgan Stanley | Berwyn | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-16 |
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