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24 West 40Th Street 15Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 10/2022 | 11/2024 |
| Trek Bicycle Company Valley Forge | Wayne | PA | 06/2017 | 10/2022 |
| Bikeline Of Exton | Exton | PA | 08/2011 | 06/2017 |
| Delaware County Community College | Media | PA | 09/2014 | 05/2017 |
| Ritholtz Wealth Management | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-27 |
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