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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-29 |
| PA | RA | APPROVED | 2023-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 11/2021 | 05/2023 |
| Paychex | Charlotte | NC | 08/2020 | 10/2021 |
| Plan-It-Roi | Denville | NJ | 05/2017 | 08/2019 |
| University Of Delaware | Newark | DE | 08/2016 | 05/2020 |
| American University | Washington D.C | DC | 08/2016 | 12/2016 |
| Pachamama | Newark | DE | 01/2019 | 04/2019 |
| Smartchef | Washington Dc | DC | 08/2016 | 12/2016 |
| Ironbar | Morristown | NJ | 06/2016 | 01/2017 |
| Jerry's Bar | Philadelphia | PA | 01/2023 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 05/2023 | Present |
| Eat Street Inc | Newark | DE | 03/2019 | 03/2019 |
| Iron Bar Llc | Morristown | NJ | 06/2015 | 02/2017 |
| Bank Of America, N.A. | Philadelphia | PA | 06/2023 | Present |
I*2771272 Entity Type: School, College or University Name of OBA: Springside Chestnut Hill Academy Address:Philadelphia, PA Investment Related:no Position, Title, Association:Employee Start Date:02/01/2026 No Hours: 5 Weekly No Hours during trading:0 Duties:High School Assistant Lacrosse Coach for the boys team. I will be coaching the Face Off team for the Boys lacrosse team I*2770280 Entity Type: For Profit Name of OBA: Futures Club Lacrosse Address:Philadelphia, PA Investment Related:No Position, Title, Association:Employee Start Date:10/26/2025 No Hours: 2 Weekly No Hours during trading:0 Duties:Assistant Lacrosse Coach for a Club 8th Grade Boys Lacrosse team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-14 |
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