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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
| PA | RA | APPROVED | 2025-05-15 |
Branch Locations
100 Matsonford Rd Suite 301, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2022 | 04/2023 |
| Pa Farm Farm Bureau | Camp Hill | PA | 09/2021 | 07/2022 |
| B & P Properties | Sea Isle | NJ | 01/2019 | 08/2021 |
| Maher Duessel | Harrisburg | PA | 08/2017 | 11/2018 |
| Full Time Education | Shippensburg | PA | 09/2012 | 06/2017 |
| Bdo | Harrisburg | PA | 06/2016 | 09/2016 |
| Shenanigans | Sea Isle | NJ | 06/2014 | 09/2024 |
| Fidelity Investments | Boston | MA | 04/2023 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Charles Schwab & Co., Inc. | Radnor | PA | 05/2025 | Present |
| Schwab Wealth Advisory Inc | Radnor | PA | 05/2025 | Present |
1) SHENANIGANS | Investment Related:No|3815 Landis Ave|Other|Bar Back||Varies|0|stocking bar
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-30 |
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