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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-12-20 |
Branch Locations
West Chester, PA • United States
500 Stanton Christiana Rd, Newark, DE 19713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 05/2023 | 08/2023 |
| Bloom Southern Kitchen | Chester Springs | PA | 10/2022 | 05/2023 |
| Rize Pizza | West Chester | PA | 08/2021 | 10/2022 |
| Radnor Valley Country Club | Villanova | PA | 10/2018 | 04/2021 |
| Sky King Fireworks | Shrewsbury | PA | 06/2018 | 07/2020 |
| Sons Of Sicily | Shrewsbury | PA | 02/2017 | 07/2020 |
| Cracker Barrel | Shrewsbury | PA | 06/2016 | 10/2016 |
| Unemployed | Stewartstown | PA | 09/2014 | 05/2016 |
| Jpmorgan Chase Bank, N.A. | Newark | DE | 09/2024 | Present |
| J.P. Morgan Securities Llc | Newark | DE | 09/2024 | Present |
| Unemployed | Stewartstown | PA | 11/2016 | 01/2017 |
| Frankcrum | Shrewsbury | PA | 07/2018 | 08/2018 |
| West Chester University | West Chester | PA | 07/2019 | 09/2019 |
| Frankcrum | Shrewsbury | PA | 06/2020 | 08/2020 |
| Unemployed | Stewartstown | PA | 05/2021 | 07/2021 |
| Ups | West Chester | PA | 12/2021 | 12/2021 |
| Thunderbolt Transport Inc | Hallam | PA | 08/2023 | 12/2023 |
| Ups | West Chester | PA | 11/2023 | 12/2023 |
| Randstad | Newark | DE | 01/2024 | 07/2024 |
| Unemployed | West Chester | PA | 08/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-15 |
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