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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-05-19 |
| TX | RA | APPROVED | 2023-05-19 |
| DC | RA | APPROVED | 2023-05-16 |
| RI | RA | APPROVED | 2023-04-14 |
Branch Locations
1255 23Rd Street Nw Suite 810, Washington, DC 20037-1102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bishop Hendricken | Warwick | RI | 08/2012 | 05/2018 |
| Warwick Country Club | Warwick | RI | 05/2018 | 08/2018 |
| Seton Hall University | South Orange | NJ | 08/2018 | 05/2022 |
| 361Firm | New York | NY | 02/2020 | 06/2020 |
| Target | Warwick | RI | 06/2020 | 05/2021 |
| Fidelity | Boston | MA | 06/2021 | 08/2021 |
| Rmr Wealth Builders | Montclair | NJ | 02/2022 | 05/2022 |
| Janney Montgomery Scott Llc | Washington Dc | DC | 06/2022 | 05/2023 |
| Janney Montgomery Scott Llc | Washington Dc | DC | 05/2023 | Present |
Seton Hall University, South Orange, NJ. Board Member (10/2025) - Serving on a committee within the council, attend board meetings, participate in alumni experiences. Not compensated, not investment related, 4 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-14 |
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