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690 Lee Road, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-14 |
Branch Locations
690 Lee Road, Wayne, PA 19087 • United States
Deer Park, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sparks Personnel Services | Rockville | MD | 05/2016 | 08/2016 |
| Lyft | Baltimore | MD | 12/2016 | 12/2016 |
| Axa Advisors Llc | Columbia | MD | 01/2017 | 08/2017 |
| Massmutual | Hunt Valley | MD | 10/2017 | 08/2018 |
| Mml Investors Services | Hunt Valley | MD | 11/2017 | 08/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | 03/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2018 | 03/2019 |
| Jackson National Life Distributors Llc | Franklin | TN | 04/2019 | 01/2021 |
| Cantor Fitzgerald Capital | Memphis | TN | 08/2021 | 07/2022 |
| Triple L. Capital | Nashville | TN | 03/2021 | 08/2021 |
| Cantor Fitzgerald Capital | Baltimore | MD | 07/2022 | 08/2023 |
| World Equity Group, Inc. | Seattle | WA | 01/2024 | 03/2025 |
| Wealthvest | Seattle | WA | 08/2023 | 03/2025 |
| Massmutual | Springfield | MA | 03/2025 | 10/2025 |
| Mml Strategic Distributors, Llc | Seattle | WA | 03/2025 | 10/2025 |
| Hartford Funds Distributors, Llc | Wayne | PA | 10/2025 | Present |
| Hartford Funds Management Company, Llc | Wayne | PA | 10/2025 | Present |
| Susquehanna University | Selinsgrove | PA | 08/2012 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-21 |
| S66 | Uniform Combined State Law Examination | 2017-08-19 |
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