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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED_RES | 2024-01-24 |
| CO | RA | APPROVED | 2022-08-03 |
| CA | RA | APPROVED | 2022-02-07 |
| OH | RA | APPROVED | 2022-02-07 |
| NJ | RA | APPROVED | 2021-05-04 |
| PA | RA | APPROVED | 2021-05-04 |
Branch Locations
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 Incorporated | Doylestown | PA | 09/2011 | 04/2021 |
| Bank Of America, N.A. | Doylestown | PA | 11/2011 | 04/2021 |
| Janney Montgomery Scott Llc | New Hope | PA | 04/2021 | Present |
| Body Dynamics Fitness Center | Huntingdon Valley | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 1992-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-12 |
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