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75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-25 |
Branch Locations
742 East Philadelphia Avenue, Boyertown, PA 19512 • United States
1565 East High Street, Pottstown, PA 19464 • United States
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
Cheltenham Avenue And Easton Road, Wyncote, PA 19095 • United States
140 Allendale Road, King Of Prussia, PA 19406 • United States
110 West Lincoln Highway, Exton, PA 19341 • United States
612 Fayette Street, Conshohocken, PA 19428 • United States
101 East Olney Avenue, Philadelphia, PA 19120 • United States
1415 Old York Road, Abington, PA 19001 • United States
3802 Chestnut Street, Philadelphia, PA 19104 • United States
8080 Old York Road, Elkins Park, PA 19027 • United States
1224 Welsh Road, North Wales, PA 19454 • United States
1894 Bethlehem Pike, Flourtown, PA 19031 • United States
9808 Bustleton Avenue, Philadelphia, PA 19115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Bala Cynwyd | PA | 02/2022 | 10/2022 |
| Nylife Securities Llc | Bala Cynwyd | PA | 05/2022 | 10/2022 |
| Sky Roofing Llc | Lawton | OK | 03/2021 | 10/2021 |
| Bancfirst | Lawton | OK | 08/2019 | 10/2021 |
| Townsquare Media | Lawton | OK | 01/2018 | 07/2019 |
| Leif Johnson Ford Dealship | Austin | TX | 09/2017 | 12/2017 |
| Ride Share | Austin | TX | 01/2017 | 08/2017 |
| United States Army Training | Fort Lee | VA | 05/2016 | 12/2016 |
| United States Army National Guard | Philadelphia | PA | 09/2015 | Present |
| Citizens Securities, Inc. | Philadelphia | PA | 10/2022 | 02/2025 |
| Santander Bank, Na | Boston | MA | 02/2025 | Present |
| Santander Securities, Llc | Boston | MA | 02/2025 | Present |
1. United States Army National Guard, Supply Specialist in the National Guard, non-investment related, start date 09/30/2015, Philadelphia PA, 16 hours monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
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