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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
1010 Stony Hill Rd Ste 100, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 12/2022 | 09/2025 |
| Newtown Athletic Club | Newtown | PA | 05/2021 | 02/2023 |
| Friends Bar & Grill | Newtown | PA | 05/2018 | 02/2022 |
| Unemployed | Newtown | PA | 08/2016 | 05/2018 |
| Lookaway Country Club | Buckingham | PA | 05/2014 | 09/2016 |
| Temple University | Philadelphia | PA | 08/2019 | 12/2021 |
| Pennsylvania State University | State College | PA | 05/2017 | 05/2019 |
| Bank Of America, N.A. | Pennington | NJ | 09/2025 | 04/2026 |
| Wells Fargo Clearing Services, Llc | Yardley | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-03 |
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