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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2018 | 06/2021 |
| Stockton University | Galloway | NJ | 10/2016 | 12/2017 |
| Stockton University | Galloway | NJ | 01/2016 | 12/2017 |
| Suncatchers | Stone Harbor | NJ | 05/2015 | 09/2016 |
| Unemployed | Philadelphia | PA | 01/2018 | 07/2018 |
| Stockton University | Galloway | NJ | 01/2015 | 12/2017 |
| Barrister Wealth Management, Llc | Philadelphia | PA | 07/2021 | 09/2022 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 07/2023 | 02/2024 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 02/2024 | Present |
| Unemployed | Philadelphia | PA | 10/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-19 |
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