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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-11 |
| PA | RA | APPROVED | 2024-06-25 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pell Jamison White Ii Sole Proprietorship | Columbus | NJ | 01/2022 | 12/2023 |
| Fitch Ratings | New York | NY | 06/2023 | 08/2023 |
| Morgan Stanley | Red Bank | NJ | 12/2022 | 01/2023 |
| Morgan Stanley | Red Bank | NJ | 06/2022 | 08/2022 |
| Penn State University | State College | PA | 08/2020 | 05/2024 |
| Unemployed | Columbus | NJ | 05/2014 | 04/2020 |
| Mercer Management | Manahawkin | NJ | 05/2020 | 08/2021 |
| Equitable Advisors, Llc | New York | NY | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-16 |
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