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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-01 |
Branch Locations
1030 Stony Hill Rd Unit 1, Yardley, PA 19067-5500 • United States
200 West Lancaster Ave, Wayne, PA 19087-4046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Biondo Asset Management, Llc | Milford | PA | 08/2014 | 06/2018 |
| Biondo Investment Advisors Llc | Milford | PA | 08/2014 | 06/2018 |
| Citizens Securities Inc. | Philadelphia | PA | 10/2018 | 07/2021 |
| Citizens Bank | Philadelphia | PA | 10/2018 | 07/2021 |
| Unemployed | Philadelphia | PA | 10/2017 | 10/2018 |
| Charles Schwab & Co., Inc. | Yardley | PA | 09/2021 | Present |
| Recreational Equipment Inc. | Lawrenceville | NJ | 07/2021 | 09/2021 |
| Charles Schwab Bank Ssb | Yardley | PA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-29 |
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