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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bala Cynwd | PA | 08/2017 | 06/2021 |
| New York Life Insurance Company | Bala Cynwd | PA | 08/2017 | 06/2021 |
| 3Pl Americas Llc | Oakland | CA | 05/2016 | 04/2017 |
| Mcs Performance Group | Cherry Hill | NJ | 03/2012 | 05/2016 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 01/2024 |
| Citizens Bank | Cherry Hill | NJ | 07/2021 | 01/2024 |
| J.P. Morgan Securities Llc | Voorhees | NJ | 01/2024 | 02/2026 |
| Jpmorgan Chase Bank, N.A. | Voorhees | NJ | 01/2024 | 02/2026 |
| Rental Properties (Marc And Stacy Shenker) | Cherry Hill | NJ | 08/2006 | Present |
| Pnc Wealth Management | Haddonfield | NJ | 02/2026 | Present |
| Pnc Bank | Haddonfield | NJ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-04 |
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