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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-30 |
| NJ | RA | APPROVED | 2023-03-10 |
Branch Locations
2001 Hamilton Street, Philadelphia, PA 19130 • United States
1544 Packer Avenue, Philadelphia, PA 19145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loop Capital Markets Llc | New York | NY | 06/2016 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 03/2020 | 11/2022 |
| Unemployed | Westampton | NJ | 07/2018 | 03/2020 |
| Village At Woodcrest Limited | Mount Laurel | NJ | 08/2019 | 02/2020 |
| The Sticky Wicket | Trenton | NJ | 08/2018 | 03/2020 |
| Bank Of America, N.A. | Mount Laurel | NJ | 09/2020 | 11/2022 |
| Pnc Investments Llc | Philadelphia | PA | 03/2023 | Present |
| Unemployed | Westampton | NJ | 11/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-10 |
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