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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-16 |
| NJ | RA | APPROVED | 2022-11-03 |
| TX | RA | APPROVED_RES | 2022-11-01 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • United States
Bristol, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith, Inc | Pennington | NJ | 07/2022 | Present |
| Freedom Mortgage | Conshohocken | PA | 02/2021 | 07/2022 |
| At&T | Lancaster | PA | 06/2018 | 02/2021 |
| Nu-Wave Wireless | Lancaster | PA | 11/2014 | 06/2018 |
| Bank Of America, N.A. | Pennington | NJ | 09/2022 | Present |
WAC Entertainment LLC. Not an investment related business. Address for business is Bristol PA 19007. Business is used to put out creative projects between two partners which includes music, videos, and other online content. I am Co-Owner of this business. This business was created in August 2018. I devote about 30 hours per month to this business. Zero hours devoted to this business during securities trading hours. My duties include content creation and management, overall business decisions with approval of other Co-Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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