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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED | 2025-08-21 |
Branch Locations
1506 W Chester Pike, West Chester , PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2022 | 07/2025 |
| Sedona Taphouse | West Chester | PA | 06/2021 | Present |
| Americas Pie | West Chester | PA | 01/2021 | 06/2025 |
| Stone Grille & Taphouse | York | PA | 07/2018 | 01/2020 |
| West Chester University | West Chester | PA | 08/2018 | 05/2022 |
| J.P. Morgan Securities Llc | West Chester | PA | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | West Chester | PA | 07/2025 | Present |
| Tomato Shack | West Chester | PA | 06/2019 | 08/2019 |
| Unemployed | York | PA | 07/2015 | 06/2018 |
| Sedona Taphouse | King Of Prussia | PA | 06/2022 | Present |
Entity Name: Sedona Taphouse Investment related: No Address: https://sedonataphouse.com/locations/west-chester-pa/ Nature of the other business: Food & Beverage Position/Title/Relationship: Employee/Contractor Start Date: 06/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Restaurant establishment where I am a server NAME OF BUSINESS: SEDONA TAPHOUSE NON-INVESTMENT RELATED ADDRESS (City/State): WEST CHESTER, PA NATURE OF BUSINESS: RETAIL/SERVICE POSITION: SERVER START DATE: 6/2021 APPROXIMATE HOURS PER MONTH: 15 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: SERVER AT RESTAURANT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-30 |
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