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2001 Market St. Suite 2500, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-12 |
Branch Locations
2001 Market St. Suite 2500, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 07/2017 | 09/2021 |
| University Of Miami | Coral Gables | FL | 08/2013 | 05/2017 |
| Vector Marketing | Gibbsboro | NJ | 05/2017 | 07/2017 |
| Bank Of America, N.A. | Philadelphia | PA | 09/2017 | 09/2021 |
| Liberty One Wealth Advisors | Philadelphia | PA | 09/2021 | Present |
Liberty One Private Risk, 2001 Market St, STE 2500, Philadelphia, PA 19103. Managing Director. Insurance agency tasked with providing insurance solutions to its clients. 5 hours per month spent on this activity. Start 2/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-11 |
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