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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-06 |
| PA | RA | APPROVED | 2021-10-13 |
Branch Locations
773 Bethlehem Pike, Montgomeryville, PA 18936 • United States
1109 N Bethlehem Pike Ste C, Spring House, PA 19477 • United States
889 Dekalb Pike, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 01/2015 | 07/2021 |
| Fidelity Personal And Workplace Advisors | Merrimack | NH | 07/2018 | 06/2021 |
| Citizens Securities Inc | Warrington | PA | 07/2021 | 09/2021 |
| J.P. Morgan Securities Llc | Springhouse | PA | 10/2021 | Present |
| Jp Morgan Chase Bank, N.A. | Springhouse | PA | 10/2021 | Present |
| Strategic Advisers Llc | Merrimack | NH | 01/2015 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-28 |
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