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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 12/2021 | 04/2024 |
| Apple Walnut Café | Broomall | PA | 09/2015 | 05/2018 |
| The Wharf | Wildwood | NJ | 06/2018 | 08/2018 |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2018 | 12/2021 |
| Ryan's Pub | West Chester | PA | 02/2019 | 03/2020 |
| Ave By Korman Communities | Blue Bell | PA | 06/2021 | 08/2021 |
| Facts Fitness - Ellis Preserve Athletic Center | Newtown Square | PA | 09/2021 | 12/2021 |
| Marple Newtown High School | Newtown Square | PA | 09/2015 | 06/2018 |
| Personal Family | Broomall | PA | 03/2020 | 12/2021 |
| Morgan Stanley | Newtown Square | PA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-12 |
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