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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-10 |
| TN | RA | APPROVED | 2024-08-15 |
Branch Locations
1735 Market Street Suite 3800, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenixville | PA | 07/2023 | 07/2024 |
| Bank Of America/Merrill Lynch | Philadelphia | PA | 06/2022 | 08/2022 |
| Bizequity | Philadelphia | PA | 06/2021 | 08/2021 |
| Northampton Township Parks And Recreation | Richboro | PA | 06/2020 | 08/2020 |
| Northampton Township Parks And Recreation | Richboro | PA | 06/2019 | 08/2019 |
| Council Rock High School South | Holland | PA | 08/2015 | 06/2019 |
| Northampton Township Parks And Recreation | Richboro | PA | 06/2018 | 08/2018 |
| University Of Tennessee, Knoxville | Knoxville | TN | 08/2019 | 05/2023 |
| Bank Of America, N.A. | Phoenixville | PA | 09/2023 | 07/2024 |
| Alliancebernstein | Nashville | TN | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-23 |
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