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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-09-29 |
| TX | RA | APPROVED | 2021-09-29 |
| PA | RA | APPROVED | 2021-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartford Funds Distributors, Llc | Radnor | PA | 06/2015 | 04/2019 |
| Wells Fargo Advisors Financial Network, Llc | Fort Washington | PA | 04/2019 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 09/2021 | Present |
| Bank Of America, N.A. | Princeton | NJ | 10/2021 | Present |
| Samson Wealth Management Group | Fort Washington | PA | 04/2019 | 09/2021 |
| Villanova University | Villanova | PA | 08/2017 | 03/2020 |
I*2029300, Entity Type: Charitable, Name of OBA: Villanova University MBA Alumni Board Member Address: Villanova, Pennsylvania,19085 Investment Related: N Position, Title, Association: Board Member Employee Start Date: 10/01/2024 No Hours:20 No Hours during trading:0 Duties: Help organize events for the MBA alumni at Villanova University and meet monthly from August to May
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-11 |
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