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3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-14 |
| PA | RA | APPROVED | 2025-08-13 |
Branch Locations
3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Newtown Square | PA | 07/2024 | 02/2025 |
| Conestoga High School | Berwyn | PA | 08/2016 | 06/2020 |
| Villanova University | Villanova | PA | 08/2020 | 07/2024 |
| Bernstein Private Wealth | Miami | FL | 03/2025 | 06/2025 |
| Concentus Wealth Advisors | Newtown Square | PA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-06 |
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